Travis Raish is a CFA-designated registered investment advisor at Wealth with No Regrets®, based in Alpharetta, GA, with 23 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 207 clients with $190M 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% |
The annual portfolio management fee is up to 1.4%.
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
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