John Mortola is a registered investment advisor at Journey Strategic Wealth LLC, based in Seattle, WA. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 928 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Journey Strategic Wealth LLC
State Registrations1 state
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