Journey Wealth Management provides financial planning and investment management services tailored to each client's needs. Financial planning covers areas like legacy, insurance, retirement, and business succession. Investment management includes analysis, asset allocation, and ongoing monitoring. Journey also offers tax compliance and bill-paying services, acting as a family office for clients.
Assets Under Management$940M
Clients545
Advisors16
Avg. per Client$1.7M
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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