Travis Higgins
Travis Higgins is a registered investment advisor at Doceo Wealth, LLC, based in Meridian, ID, with 22 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, Retirement Planning, Tax Planning. Their firm serves 251 clients with $240M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable. Schedule shown is for standard investment advisory services. Business retirement plans have a different fee schedule: Less than $1,000,000: 1.00%; $1,000,000.01 to $2,500,000.00: 0.75%; $2,500,000.01 to $5,000,000: 0.50%; $5,000,000.01 and above: 0.35%.
Fee Estimator
Location
1880 S. Cobalt Point Way, Suite 350, Meridian, ID, 83642
Get directionsHistory
Regulatory History (4)
Regulatory
February 2017Regulatory
October 2016Regulatory
August 2016Regulatory
September 2014Other Business ActivitiesSells Insurance
Travis provides consulting and due diligence services to Family Offices and other clients through Doceo Capital, LLC, dedicating a few hours per week. He is also a licensed insurance agent providing life insurance products through Doceo Life, LLC, dedicating minimal time.
Employment History
Current Registrations
Doceo Wealth, LLC
Previous Registrations
Legacy Wealth Management, LLC
Uci Wealth Advisors LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.