Journey Retirement Planning And Investment Management, LLC

Journey Retirement Planning and Investment Management, LLC is a registered investment adviser based in Ammon, ID, established on 04/02/2021. The firm offers discretionary portfolio management services, tailored to meet clients' needs and objectives. Clients grant the firm discretionary authority to manage their accounts, allowing for the purchase or sale of securities without prior approval. The firm may use sub-advisers or model portfolios to manage client accounts. Additionally, financial planning services are offered, involving analysis of financial circumstances and objectives to develop a written plan. Investment advice covers various securities, including equities, mutual funds, real estate, and more. The firm acts as a fiduciary when providing IRA rollover recommendations, ensuring recommendations are in the client's best interest. The minimum aggregate value to open an account is $100,000, with the firm having discretion over investment decisions. Clients are responsible for voting securities, and the firm does not vote proxies on their behalf. Schwab is recommended as the custodian, providing various services and benefits to the firm. The firm does not receive compensation for client referrals and does not have any disciplinary information to report. Clients are advised on the considerations of rolling over retirement funds to an IRA managed by the firm.