Journey Advisory Group manages investment portfolios and provides personalized financial planning for individuals, high net worth clients, and businesses. The firm builds customized portfolios using a strategic asset allocation approach and offers services including retirement planning, tax planning, estate review, and insurance analysis. Journey Advisory Group operates offices in Kentucky and Ohio, managing assets on both a discretionary and non-discretionary basis.
Assets Under Management$1.7B
Clients888
Advisors19
Avg. per Client$1.9M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees generally range from 0.50% to 1.00% depending on portfolio size and complexity, and are negotiable. Grandfathered clients from Herr Investment Group may pay up to 1.25% monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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