Journey Asset Management LLC fees
Financial planner in Summerville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Journey Asset Management LLC (Summerville, SC) charges a flat or project fee of up to $2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change.
- Flat or project fee
- Up to $2,500
Capped at $2,500, at or below the South Carolina median of $2,750.
“Financial Planning Services are offered based on a flat fee up to $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Journey Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Clients enrolled in the Altruist One Program will be billed according to the fee schedule outlined above.”
- “The Client must consent in advance to direct debiting of their investment account.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 20
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $555,943
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 12, 2026
- CRD number
- 334855 (opens in new tab)
- Phone
- (843) 779-7971
Registered in 3 states: California, South Carolina, Texas
Other planners in Summerville that publish fees
- DeltaX Capital LLCSummervilleHourly $350/hr
More planners in South Carolina that publish fees
- GWA WealthMount PleasantHourly $200/hr, Flat $1,250
- WebsterRogers Financial Advisors, LLCFlorenceHourly $200-$500/hr
- Abacus Planning Group, Inc.ColumbiaAnnual $8,000-$200,000/yr
- Morris Financial Concepts, Inc.Mount PleasantHourly $100-$400/hr, Annual from $8,500/yr
- Flowrate Financial, LLCMount PleasantHourly $250/hr, Flat up to $4,000
- The Bedminster GroupBlufftonHourly up to $400/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.