Journey Retirement Planning and Investment Management, LLC
Journey Retirement Planning and Investment Management provides investment advice and financial planning. The firm offers discretionary portfolio management, where they make investment decisions for you. They may use sub-advisers and model portfolios. Financial planning services cover a range of topics, from broad financial planning to single-subject consultations. The firm's advice is based on your individual financial situation and goals.
Fee Structure
Journey Retirement Planning and Investment Management charges an annual fee for managing your investments, ranging from 0.10% to 2.0% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The advisory fee is negotiable.