Journey Investments, operating as The Journey Financial Group, offers personalized financial planning and connects clients with third-party investment managers. Services include financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Journey Investments does not sell financial products but receives referral fees from the third-party managers they recommend.
Fee Structure
Journey Financial Group does not directly manage your investments. Instead, they connect you with third-party money managers. You'll pay the money manager a fee based on the amount they manage for you. Journey Financial Group receives a portion of that fee as a referral fee. The exact fees will be disclosed to you before you sign any agreements. Journey Financial Group also assists in opening, closing, and transferring accounts. For Client Directed Accounts, Journey Financial Group will assist in the opening, closing, and transferring of accounts. Journey Financial Group will not have discretion at any time on these accounts. Client is solely responsible for the assets held within the accounts and their values which could increase or decrease (potential loss of principal). Journey Financial Group will not execute trades in CDA accounts. Journey Financial Group exceptions will be made for withdrawals to client or assets transferred into a MG managed portfolio. Journey Financial Group will also provide performance reporting on these accounts and can furnish 3rd party analysis reports per the client’s request.