Travis Dauchy
Travis Dauchy is a CFP-designated registered investment advisor at Atlas Private Wealth Advisors, based in Ponte Vedra Beach, FL, with 25 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 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
Ponte Vedra Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis provides investment advisory services through Atlas Private Wealth Advisors, LLC, where he is a registered investment advisor DBA. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
AXA Advisors, LLC
AXA Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.