Journey Advisory Group offers investment management and financial planning services. Investment management is tailored to individual client needs, including discussing goals, risk tolerance, and time horizons. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Journey also offers retirement plan consulting services to qualified retirement plans.
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.