Journey 1 Advisors offers ongoing investment management services tailored to each client's financial situation, goals, and risk tolerance. They create personalized strategies and rebalance portfolios as needed. Journey 1 Advisors primarily advises on equity and debt securities, fixed income, derivatives, and insurance contracts. They may recommend third-party investment managers if suitable for the client.
Assets Under Management$39M
Clients35
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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