Travis Bender
Travis Bender is a registered investment advisor at Blackston Financial Advisory Group, LLC, based in The Villages, FL, with 19 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,012 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
8564 E. County Road 466, Suite 302, The Villages, FL, 32162
Get directionsHistory
Regulatory History (3)
Regulatory
September 2014Regulatory
July 2014Regulatory
October 2010Other Business ActivitiesSells Insurance
Travis is an independent insurance agent selling life, health, disability, annuities, and long-term care insurance. This activity is insurance-related.
Employment History
Current Registrations
Blackston Financial Advisory Group, LLC
Previous Registrations
Royal Fund Management, LLC
Financial Network Investment CorporationBroker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.