Rachel Ludlow is a registered investment advisor at Journey Retirement Planning and Investment Management, LLC, based in Ammon, ID. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 637 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Retirement Planning and Investment Management charges an annual fee for managing your investments, ranging from 0.10% to 2.0% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
3040 E 17th Street, Suite 2, Ammon, ID, 83406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Journey Retirement Planning and Investment Management, LLC
State Registrations1 state
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