Journey Financial Management (JFM) offers financial planning and investment management services. Financial planning covers cash flow, debt, employee benefits, insurance, tax, investments, education, retirement, and estate planning. JFM also provides ongoing management of client investment portfolios based on their individual goals and risk tolerance. JFM can help employers establish and maintain SIMPLE IRA plans for their employees.
Assets Under Management$43M
Clients59
Advisors4
Avg. per Client$730K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...