Timothy Travis
Timothy Travis is a registered investment advisor at T&t Capital Management, based in Gilbert, AZ, with 18 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 296 clients with $190M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be negotiable at the discretion of the Advisor. The Client's fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Location
Gilbert, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy contributes investment research articles to SeekingAlpha.com for compensation, spending a few hours per week on this activity. He is also an agent at Premier Southwest Benefits Group, Inc., helping people find insurance solutions and dedicating minimal time to this.
Employment History
Current Registrations
T&t Capital Management
Previous Registrations
Ttcm LLC
Diverse Financial Investment Advisory Group
Opvest Wealth Management
State Registrations3 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.