Brad Travis is a registered investment advisor at Owen Larue Financial Group, based in Litchfield, KY, with 31 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 605 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Owen LaRue charges a fee based on a percentage of the value of your investments. The specific fee is agreed upon in your investment advisory agreement. The fee is calculated on the value of your account and billed quarterly in advance. Fees may vary based on the size of the account, complexity, and activity. Owen LaRue may negotiate a fixed fee. Employees and their family members receive a reduced fee.
Location
211 West White Oak Street, Litchfield, KY, 42754
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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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Brad is a partner at Buckles, Travis & Hart, PLLC, an accounting firm, since 1984. He spends nearly full-time on tax preparation and company payroll duties.
Employment History
Current Registrations
Owen Larue Financial Group
Previous Registrations
Capital Investment Management INC.
State Registrations1 state
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.