Financial Life Journeys manages investment portfolios and provides financial planning services. Financial planning includes understanding a client's financial situation, identifying goals, analyzing alternatives, developing recommendations, implementing the plan, and monitoring progress. They offer comprehensive and limited financial planning services. Investment management is offered on a discretionary basis.
Assets Under Management$6.5M
Clients23
Advisors1
Avg. per Client$280K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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