Journey Asset Management provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services, which include evaluating your current and future financial situation, setting financial goals, and developing strategies for retirement, taxes, and estate planning. Journey Asset Management may use model portfolios from Altruist LLC to assist in managing client accounts.
Assets Under Management$560K
Clients20
Advisors1
Avg. per Client$28K
Avg. per Advisor$560K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...