Journey Equity Wealth Management offers asset management and financial planning services to help clients meet their financial goals. The firm creates tailored investment strategies based on individual needs, risk tolerance, and time horizons. Services include asset management, comprehensive portfolio management, and financial planning & consulting.
Assets Under Management$9.2M
Clients80
Advisors1
Avg. per Client$120K
Avg. per Advisor$9.2M
Fee Structure
Planning is included in investment management (also available separately)
Journey Equity Wealth Management offers two investment management services:
- Asset Management: A portfolio is created using various securities. Fees are negotiable, with a maximum annual fee of 2.00% of the value of your portfolio, billed monthly.
- Comprehensive Portfolio Management: Includes asset management and financial planning. Fees are negotiable, with a maximum annual fee of 2.00% of the value of your portfolio, billed monthly.
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