TC
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Travis Cook
19 Years of Experience
Durango, CO
1 Disclosure
Travis Cook is a registered investment advisor at Ridgeline Asset Management, LLC, based in Durango, CO, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $56M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
40 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$55.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Durango, CO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2007Denied
Employment History
Current Registrations
Ridgeline Asset Management, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Wealthsource® Partners, LLC
March 2016 - June 2019 · 3 yrs 3 mos
Avant-Garde Advisors LLC
April 2011 - December 2016 · 5 yrs 8 mos
Cook Investment Management, LLC
May 2007 - July 2011 · 4 yrs 2 mos
Charles Schwab & CO., INC.
April 2006 - March 2007 · 11 mos
State Registrations2 states
COTX
Advisor
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.