Journey Strategic Wealth provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, and estates. Journey creates customized investment strategies based on client goals, risk tolerance, and financial situations. Financial planning services may be part of wealth management or a separate engagement.
Assets Under Management$3.8B
Clients928
Advisors17
Avg. per Client$4.1M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management (also available separately)
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
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