Elizabeth A Dayter

Journey Advisory Group, LLC

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Journey Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

843 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:$50K

Location

4500 Cooper Road, Suite 201, Cincinnati, OH, 45242

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Journey Advisory Group, LLC

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Torch Wealth Management LLC

October 2017 - February 2020 · 2 yrs 4 mos

State Registrations2 states

KYOH

Advisor

Exams

No exam information available for this advisor.