Travis Lowe is a registered investment advisor at Voya Retirement Advisors, LLC, based in Braintree, MA, 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 Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.
Location
30 Braintree Hill Office Park, Braintree, MA, 02184
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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.
Learn about disclosures →Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Gwfs Equities, INC.Broker
Adp Broker-Dealer, INC.Broker
Santander Securities LLCBroker
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
MML Investors Services, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Usallianz Securities, INC.Broker
Sun Life of Canada (U.S.) Distributors, INC.Broker
Pioneer Funds Distributor, INC.Broker
Signator Investors, INC.Broker
State Registrations1 state
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