Advisor at Journey Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Journey Advisory Group, LLC
Location
Covington, KY 41011
Credentials
Series 63, Series 65
Industry experience
12 years
Kevin Kane is a financial advisor at Journey Advisory Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lang Advisors LLC, Optimized Transitions Independent Investment Counsel, and U.S. Bancorp Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses various analytical methods and instruments to manage approximately $1.47 billion in assets.
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 West Fifth Street
Covington, KY 41011
Kentucky
Lang Advisors LLC
2018 - Present (8 years)
OT: Optimized Transitions, Independent Investment Counsel
2016 - 2018 (2 years)
U.S. Bancorp investments, Inc.
2004 - 2016 (12 years)
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Is active or affiliated with:
Insurance agent
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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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