Financial Journey LLC manages investment portfolios and provides financial planning services. They develop investment plans based on clients' goals and risk tolerance. Financial planning services include retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer ongoing comprehensive financial planning for a monthly fee.
Assets Under Management$2.5M
Clients8
Advisors1
Avg. per Client$310K
Avg. per Advisor$2.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. The fee schedule includes the Outside Manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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