Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.
Areas of Practice
Advisor Information
Office location
61 Maple Avenue, Canton, CT, 06019
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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 involved with Milestone Wealth Management, focusing on insurance sales and wealth management, dedicating full-time hours. He is also the Executive Director at Milestone Coach Advisory Services, LLC, focusing on business planning and insurance sales, also dedicating nearly full-time hours.