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The fee is negotiable.","source":"JOURNEY ADVISORY GROUP, LLC FORM ADV 2A, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Journey Advisory Group use?","answer":"Journey Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.14B and Interactive Brokers LLC (Greenwich, CT), with $396M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Journey Advisory Group have?","answer":"Journey Advisory Group has 20 investment adviser representatives registered with state securities authorities, out of 31 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Journey Advisory Group invest in?","answer":"At the end of its last fiscal year, Journey Advisory Group’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 3% cash and equivalents, 1% state and local bonds and 1% other. 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