Journey Capital Advisers (JCA) provides ongoing portfolio management services based on your individual goals, risk tolerance, and time horizon. JCA creates a personalized Investment Policy Statement outlining your financial situation. JCA typically invests in mutual funds, fixed income securities, real estate funds (exchange-traded REITs), equities, ETFs, treasury inflation protected/inflation linked bonds, and non-U.S. securities, primarily recommending equities.
Assets Under Management$15M
Clients37
Advisors1
Avg. per Client$420K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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