The Journeys Group, Inc. fees and pricing

Financial planner in Winterville, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 14, 2025, The Journeys Group, Inc. charges a quarterly fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2025. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $250/qtr; “Clients whose accounts are less than $100,000 in assets under management are charged a fixed quarterly fee of $250 until the client attains $100,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Fees are paid quarterly in advance, and clients may terminate their contracts with written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.4% a year
Clients: 174
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed: $63,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 152275
Website: thejourneysgroup.com (opens in new tab)
Phone: (252) 304-1019

Can advise clients in 2 states: North Carolina, Virginia

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