Journey Wealth Management, a reputable investment advisory firm headquartered in Cleveland, Ohio, specializes in providing comprehensive financial services to a diverse clientele. With a team of 15 highly skilled professionals, including 9 dedicated investment advisors, they offer personalized wealth management solutions to meet the unique needs of their clients.
With an impressive track record, Journey Wealth Management manages an average of $26,370,000 in assets under management per investment advisor, demonstrating their expertise and ability to deliver results. Their compensation structure encompasses various models, such as ...
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Assets Under Mgmt
$593.04M
Investment Professionals
9
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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