V
Voyage Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$171,508,180
Total clients
49
82% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
49
Average account size
$3,500,167
About
Voyage Wealth Management provides ongoing portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers individualized investment policy statements and may allocate portions of client assets to third-party money managers while continuing to provide planning and oversight.
The firm’s investment process emphasizes long-term investing and modern portfolio theory, with documented risk tolerances and, for many clients, discretionary trading authority. Custodial and execution services are channeled through a single recommended custodian, and clients receive regular account reporting from that custodian.
Voyage is atypical among peers in two ways: its principal also practices as an accountant and may offer accounting services to clients, and the firm generally does not charge percentage-of-assets-under-management fees, instead using a fixed-fee approach billed in arrears. It is a single-advisor practice managing a concentrated client base and discloses that it does not aggregate block trades for multiple clients, which may affect execution characteristics relative to larger peer firms.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Minimum fee: Fixed fee generally ranging from $4,000 to $30,000 per year Fee-only: Fixed fees generally ranging from $4,000 to $30,000 per year
Main office location
Voyage Wealth Management, LLC
Dallas TX, United States
Number of offices
1
Most active in
Voyage Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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