Journey 1 Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Journey 1 Advisors is a state‑registered independent investment adviser that serves mainly individual clients and manages roughly $51 million for about 51 client relationships. The firm offers both discretionary and non‑discretionary portfolio management and provides reporting on assets, fees and performance while also recommending third‑party investment managers when appropriate.
The firm tailors portfolios to each client’s objectives, risk tolerance and time horizon using documented investment profiles, with account reviews performed at least quarterly and asset‑allocation reviews at least annually. Investment approaches include dividend and fixed‑income, growth, and aggressive growth strategies, and may employ derivatives and hedging techniques such as protective puts and short sales.
A noteworthy feature is that certain supervised persons are licensed insurance producers appointed by various insurance companies and, in their individual capacities, may recommend and sell insurance products to clients on a commission basis; the brochure discloses this potential conflict of interest and describes procedures intended to limit it while noting those insurance activities are not supervised by the adviser. The firm also leaves proxy‑voting authority with clients and generally effects fee deductions from custodian accounts only with written client authorization.
Client services
Expertise
Fee options
$100,000 - $249,999: 2.00% $250,000 - $499,999: 1.8% $500,000 - $999,999: 1.5% $1,000,000 - $2,999,999: 1.3% $3,000,000+: 1.00%
Adviser’s supervised persons may receive commissions from insurance products sold separately from advisory services.
Account minimum: $100,000
Main office
1400 N. Providence Rd., Suite 411
Media PA 19063
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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