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Travis Duren

Crescent Advisor Group, INC.
32 Years of Experience
Dallas, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Travis Duren is a registered investment advisor at Crescent Advisor Group, INC., based in Dallas, TX, with 32 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $340M in assets under management.

Crescent Advisor Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$344.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1000K2.00%
$1M+2.00%

Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8750 N Central Expy, Suite 750, Dallas, TX, 75231

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2001
Final
Customer Dispute
July 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Travis is the president of Sovereign Equity Insurance Agency, overseeing the insurance agency for minimal time each month. He also holds president and managing member positions in several other financial services companies, including a broker/dealer, RIA, and consulting service, dedicating significant time to these roles.

Employment History
Current Registrations
Crescent Advisor Group, INC.
November 2003 - Present · 22 yrs 11 mos
Crescent Securities Group, INC.Broker
December 2001 - Present · 24 yrs 10 mos
Previous Registrations
Sovereign Equity Management, INC.
August 2003 - December 2009 · 6 yrs 4 mos
Flexvest Securities Group, INC.Broker
October 1993 - January 2002 · 8 yrs 3 mos
State Registrations21 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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