Pashence Barrera is a registered investment advisor at Journey Advisory Group, LLC, based in Covington, KY, with 5 years of industry experience. Pashence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 843 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Journey Advisory Group offers investment management services where they manage your investments based on your individual needs. The annual fee generally ranges from 0.50% to 1.00% of the assets they manage. The exact fee is negotiable and depends on the complexity of the services provided. Journey combines accounts for those living under the same address for fee reduction purposes.
Location
50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Journey Advisory Group, LLC
State Registrations2 states
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