Amy Travis is a registered investment advisor at Hightower Advisors, LLC, based in Traverse City, MI, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
10850 E. Traverse Hwy Suite 3350, Traverse City, MI, 49684
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Regulatory 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
Amy is an employee of Craig Wealth Advisors, a support company/DBA, since 2019. She dedicates no time to this business.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLC
Hightower Securities, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Roney & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.