Journey Financial Group (JFG) provides customized investment advisory services, including portfolio management, asset allocation advice, and financial planning. JFG offers discretionary portfolio management, requiring clients to grant authority to make trades without prior approval. They also provide financial planning services, creating written plans based on clients' financial circumstances and goals. JFG also offers retirement plan consulting services to employee benefit plans and their fiduciaries.
Fee Structure
Journey Financial Group offers portfolio management services based on a percentage of the assets in your account. The annual fee is tiered, meaning the entire balance of the managed accounts in your household will be charged the fee in the corresponding tier. Fees are billed and payable monthly in arrears based on the assets under management balance at the end of the previous month. The advisory fee is negotiable, depending on individual client circumstances.