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Travis Dougherty

Fisher Investments
20 Years of Experience
Camas, WA
1 Disclosure
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Travis Dougherty is a registered investment advisor at Fisher Investments, based in Camas, WA, with 20 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Fisher Investments
Compensation
Fee-Only (% of Portfolio)
Firm Size
2984 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.80%
$50M+0.80%

Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5525 NW Fisher Creek Dr, Camas, WA, 98607

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fisher Investments
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Oneamerica Securities, INC.
May 2023 - December 2024 · 1 yr 7 mos
Oneamerica Securities, INC.Broker
May 2023 - December 2024 · 1 yr 7 mos
MML Investors Services, LLC
September 2022 - April 2023 · 7 mos
MML Investors Services, LLCBroker
August 2022 - April 2023 · 8 mos
Lincoln Financial Advisors Corporation
May 2015 - July 2022 · 7 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
May 2015 - July 2022 · 7 yrs 2 mos
Sammons Financial Network, LLCBroker
July 2014 - March 2015 · 8 mos
Sammons Securities Company, LLCBroker
March 2013 - July 2014 · 1 yr 4 mos
Edward Jones
May 2012 - February 2013 · 9 mos
Edward JonesBroker
May 2012 - February 2013 · 9 mos
Lincoln Financial Distributors, INC.Broker
August 2008 - May 2012 · 3 yrs 9 mos
Lincoln Financial Distributors, INC.
August 2008 - February 2011 · 2 yrs 6 mos
Banc of America Investment Services, INC.
February 2006 - July 2008 · 2 yrs 5 mos
Banc of America Investment Services, INC.Broker
January 2006 - July 2008 · 2 yrs 6 mos
American Express Financial Advisors INC.Broker
September 2000 - March 2001 · 6 mos
Ids Life Insurance CompanyBroker
September 2000 - March 2001 · 6 mos
State Registrations3 states
ORTXWA
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.
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Travis Dougherty - Financial Advisor | TrueAdvisor