Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
480 One Eleven Place, Cookville, TN, 38506
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is the owner and CCO of Compass Advisory Partners, an independent RIA firm, dedicating full-time hours. He also owns and operates Giffey Farms and Five Oak Farms, both cattle farming operations, and is an independent contractor for Csenge Adisory Group, LLC providing investment advisory services, dedicating about a quarter of his time to each. Additionally, Travis owns Fixed Insurance and Fidelis Financial Fixed Insurance, focusing on fixed insurance and annuities, dedicating about 10-20% of his time to each.