Advisor at Journey Advisory Group, LLC
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Firm
Journey Advisory Group, LLC
Location
Covington, KY 41011
Credentials
CFP®, Series 63
Industry experience
20 years
James Owens is a CFP® with 20 years of industry experience, currently affiliated with Journey Advisory Group, LLC. He has worked at Purshe Kaplan Sterling Investments and Lang Advisors since 2015. Owens serves as treasurer for Covington Partners, a nonprofit providing wrap-around services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a long-term investment strategy with strategic asset allocation and a variety of instruments and strategies.
Based on Journey Advisory Group, LLC
Based on Journey Advisory Group, LLC
Financial planning fees range from $500 to $5,000; flat fees for specific services range from $200 to $2,500
$0+: 0.50% - 1.00% annually (negotiable, decreases with higher assets, varies by office location) No minimum+: 0.10% - 0.50% annually for retirement plan consulting services (negotiable)
$200 per hour for consultations; $75 per hour for administrative staff services
Account minimum: $50,000 Fee-only: Hourly fees from $75 to $200 per hour; flat fees from $200 to $5,000 for financial planning and consulting services
15 W 5th Street
Covington, KY 41011
Kentucky
Purshe Kaplan Sterling Investments
2015 - Present (11 years)
Lang Advisors
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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