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 65
Industry experience
5 years
Pashence Barrera is a financial advisor at Journey Advisory Group, LLC with five years of industry experience. She holds the Series 65 designation and has worked at Journey Advisory Group since 2019. Prior to that, she was employed at TotalRetirements, LLC, McGregor's Kid Stop, and Taqueria Mexico Lindo. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.47 billion in assets with a long-term investment approach that incorporates strategic asset allocation and various analysis methods.
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
50 E. Rivercenter Blvd, Suite 301
Covington, KY 41011
Kentucky · Texas
Journey Advisory Group, LLC
2019 - Present (7 years)
TotalRetirements, LLC
2018 - 2019 (1 year)
McGregor's Kid Stop
2016 - 2018 (2 years)
Taqueria Mexico Lindo
2013 - 2017 (4 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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