The Journeys Group provides ongoing investment management based on each client's individual goals and risk tolerance. They create an investment policy statement to guide portfolio selection. The Journeys Group also offers financial planning services covering areas like retirement, college, and tax planning. They may also refer clients to a third-party money manager, Symmetry Partners, and receive a portion of the fees.
Assets Under Management$63M
Clients174
Advisors2
Avg. per Client$360K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
The above fee schedule is for accounts with assets exceeding $100,000 and has a financial planning agreement. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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