Michael Brown is a registered investment advisor at Journey Strategic Wealth LLC, based in Summit, NJ, with 45 years of industry experience. Michael 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
47 Maple Street, Suite 104, Summit, NJ, 07901
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Michael is dually-registered as an Investment Advisor Representative and a Registered Representative, spending the vast majority of his time as an Investment Advisor Representative. He also serves as a trustee for multiple trusts, a director for a charitable organization, a brand ambassador/consultant for a wine company, an advisory board member for a CRM software company, a trustee for a charter school, and a board member for a youth hockey club.
Employment History
Current Registrations
Journey Strategic Wealth LLC
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling Investments
Previous Registrations
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Securities LLCBroker
Ing Barings LLCBroker
Bear, Stearns & CO. INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.