Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
All fees are negotiable at our sole discretion.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning fees can be hourly, fixed, or a percentage of gross income, as negotiated. Consulting services are typically billed hourly. Clients may incur additional fees related to fund expenses within JP Morgan products or 55ip's platform. All fees are negotiable. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
125 3rd Avenue North, Franklin, TN, 37064
Get directionsRegulatory History
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 Activities
Travis is a managing director and landlord for Old House Investments, LLC, a rental property, dedicating a few hours per week. He also has ownership stakes in several other companies, including restaurants, a bookstore, and office space.