Richard Pettway is a CFA-designated registered investment advisor at Journey Advisory Group, LLC, based in Covington, KY, with 5 years of industry experience. Richard 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
Average Client Portfolio
Assets Under Management
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
15 W 5th Street, Covington, KY, 41011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a board member of Blue Swan Investors, LLC and IU Reese Investment Fund, and is the Investment Committee Chair for 4C for Children. He also serves as President of the CFA Society of Cincinnati, is on the Finance Committee for St Ursula High School, and is a Committee Chair for the Rotary Club of Cincinnati, dedicating minimal time to each activity.
Employment History
Current Registrations
Journey Advisory Group, LLC
State Registrations2 states
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