Travis Portwood
Travis Portwood is a CFP-designated registered investment advisor at Allen Capital Group, LLC, based in Omaha, NE, with 25 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,130 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allen Capital Group charges a percentage of your portfolio each year. The specific percentage depends on factors like the size and complexity of your account, up to a maximum of 1.75%. If a referral advisor brought you to Allen Capital Group, they may receive up to 50% of Allen Capital Group's management fee. There is also a $150 annual fee for advice on accounts held outside of Allen Capital Group's direct management, which is negotiable.
Location
10050 Regency Cir., Suite 500, Omaha, NE, 68154
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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
Allen Capital Group, LLC
Previous Registrations
Mariner Wealth Advisors, LLC
Mariner Institutional Consulting, LLC
Mariner Wealth Advisors
Montage Securities, LLCBroker
Securities Service Network, INC.Broker
Northern Lights Distributors, LLCBroker
Scottrade, INC.Broker
Aquarius Fund Distributors, LLCBroker
R. J. Thompson Securities, INC.Broker
AmeritradeBroker
State Registrations2 states
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.