Travis James
Travis James is a CFP-designated registered investment advisor at Benedict Financial Advisors, INC., based in Atlanta, GA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 325 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.49% |
| $750K - $1.3M | 1.29% |
| $1.3M - $2.0M | 1.19% |
| $2.0M - $3.0M | 1.14% |
| $3.0M - $5.0M | 1.09% |
| $5M+ | 0.95% |
Fees may be negotiable at BFA's discretion.
Fee Estimator
Location
6000 Lake Forrest Drive, Suite 550, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Travis operates Benedict Financial as a DBA for his LPL business and is a registered investment advisor hybrid through Benedict Financial Advisors, Inc., dedicating nearly full-time hours to advisory services and account management. He also has an insurance agency, Benedict Financial Group, Inc., but spends minimal time on it.
Employment History
Current Registrations
Benedict Financial Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations16 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.