Travis Prentice
Travis Prentice is a registered investment advisor at The Informed Momentum Company LLC, based in Solana Beach, CA, 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. Their firm serves 14 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Informed Momentum Company (IMC) charges a percentage of the assets they manage for investment management services. The annual fee depends on the investment style chosen:
- U.S. Large Cap: 0.20%
- U.S. Mid Cap: 0.35%
- U.S. Small Cap: 0.50%
- U.S. Micro Cap: 0.50%
- U.S. Ultra Micro Cap: 0.50%
IMC also offers clients the option of a performance-based incentive fee. This fee will not exceed 20% of the total return of the account over a 3-month or 12-month period and are either based on the total return of the account or the return above the style’s benchmark.
Location
215 Highway 101, Suite 216, Solana Beach, CA, 92075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Informed Momentum Company LLC
Previous Registrations
Nicholas-Applegate Capital Management LLC
State Registrations1 state
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