Performance and Fees

finacial-performance-results

Performance and Fees

Journeyman’s track record is the track record of the mutual funds and ETFs that we select for your accounts. All are highly rated by Morningstar and/or similar mutual fund rating services.

Journeyman’s Fees are as follows:

For the Journeyman 12 Model Asset Allocation Portfolios:

Client Assets Under Management Annual Investment
Management Fee
$150,000–$600,000 1.2%
   
$600,001–$1,000,000 1.0%
   
$1,000,000 and Above 0.9%

For the Journeyman Equity Plus Account:

  1. 1.5% annual management investment fee
  2. 20% of the “high water mark” profits over the account opening balance (plus any additional Client funds subsequently added to the account), in each case calculated and payable quarterly in arrears. For this purpose the term “high water mark” means the highest level of profit in the account at the end of any quarter during the term of the account

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