Travis Raish is a CFA-designated registered investment advisor at Wealth with No Regrets®, based in Alpharetta, GA, with 24 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 232 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Annual advisory fee is up to 1.40% (up to 0.35% per quarter), billed quarterly in advance. Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
8000 Avalon Blvd, Suite 100, Alpharetta, GA, 30009
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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.
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Travis is a Partner at Circa Capital, where he works as a Portfolio Manager and Investment Analyst since 2011, dedicating nearly full-time hours to this role. He also serves as Chief Investment Officer and Investment Advisor Representative at Wealth With No Regrets since 2017, spending about a quarter of his time on portfolio management and investment analysis for clients.
Employment History
Current Registrations
Wealth with No Regrets®
Circa Capital, LLC
Previous Registrations
Fiduciary Financial Group
Dogwood Capital Management
Private Wealth Counsel, LLC
Private Wealth Counsel, LLC
Founders Asset Management LLC
Founders Asset Management LLC
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.
Exams
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