Assets Under Management
$1.5B
Number of Clients
843
Number of Advisors
17
Average Client AUM
$1.7M
AUM per Advisor
$86.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Journey Advisory Group, LLC is a registered investment adviser offering individual portfolio management and financial planning services. They work with individuals, high-net-worth individuals, trusts, estates, and businesses. Services include financial planning, retirement plan consulting, and investment management. Fees are negotiable and based on the complexity of services.
50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011