Journey Financial Group, Inc.

Journey Financial Group, Inc. is a registered investment adviser established in February 1997, based in Buffalo Grove, IL. The firm offers tailored advisory services including portfolio management, asset allocation, financial planning, and retirement plan consulting. Clients can grant discretionary authority for account management, with a minimum initial investment of $50,000. Fees for portfolio management are tiered based on assets under management, with negotiable rates. Financial planning fees are fixed or hourly, with a maximum fee of $10,000. JFG does not charge performance-based fees and serves individuals, pension plans, charitable organizations, and corporations. The firm's investment strategies involve fundamental and technical analysis, with a focus on risk management. JFG recommends Charles Schwab as a custodian but does not participate in a wrap fee program. The firm discloses any incentives received from Schwab and other vendors. JFG does not vote client securities and does not have any financial conditions impairing its ability to meet commitments. Clients receive account statements quarterly and have the option for annual reviews. JFG does not directly compensate for referrals and maintains limited custody over client funds.