Andrew Head
Andrew Head is a CFP-designated registered investment advisor at Journey Financial Management, LLC, based in Bowling Green, KY, with 22 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 77 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.45% |
Fees are negotiable. Schedule applies to standalone investment supervisory services. Comprehensive financial planning includes investment management with a separate tiered schedule starting at 1.00% and a $3,000 minimum annual retainer.
Fee Estimator
Location
Bowling Green, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a licensed insurance agent, assisting clients with insurance policy evaluation and purchase, dedicating minimal time to this activity. He is also an Associate Professor of Finance at Western Kentucky University, teaching courses and directing a financial literacy outreach program, taking nearly full-time hours.
Employment History
Current Registrations
Journey Financial Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Prospera Financial Services, INC.
Uvest Financial Services Group, INC.
Wachovia Securities, LLC
American Express Financial Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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