Journey Beyond Wealth offers financial planning and investment management services. Their services include Journey Financial Planning Services, which covers a client's full financial picture, and Navigator Financial Planning Services, a limited-scope service focusing on investments, retirement, and cash flow planning. They also offer investment management as a standalone service and Family Office Services for multi-generational families.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $30.0M | 0.30% |
| $30M+ | 0.15% |
Schedule shown is for Journey Financial Planning Services. Navigator Financial Planning Services fees are: $0-$2.5M: 0.75%, $2.5M-$5M: 0.50%, $5M-$30M: 0.25%, $30M+: 0.15%. Investment Management Only fees are: $0-$2.5M: 0.60%, $2.5M-$5M: 0.40%, $5M-$30M: 0.25%, $30M+: 0.15%. In cases where services involve significant amounts of non-managed assets, Journey Beyond Wealth may charge an additional planning fee.
