Allison Daines is a CFP-designated registered investment advisor at Journey Beyond Wealth, based in Roswell, GA, with 3 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 109 clients with $250M 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 $2.5M | 0.90% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $30.0M | 0.30% |
| $30M+ | 0.15% |
Schedule shown is for Journey Financial Planning Services. Navigator Financial Planning Services fees are: $0-$2.5M: 0.75%, $2.5M-$5M: 0.50%, $5M-$30M: 0.25%, $30M+: 0.15%. Investment Management Only fees are: $0-$2.5M: 0.60%, $2.5M-$5M: 0.40%, $5M-$30M: 0.25%, $30M+: 0.15%. In cases where services involve significant amounts of non-managed assets, Journey Beyond Wealth may charge an additional planning fee.
Fee Estimator
Location
300 Colonial Center Parkway, Suite 100, Roswell, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Journey Beyond Wealth
Previous Registrations
Journey Beyond Wealth
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
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