Travis Allen
Travis Allen is a registered investment advisor at Alliancebernstein L.P., based in Washington, DC, with 22 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 30,285 clients with $760B 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 | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.05% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.65% |
Rates reflect return-seeking and diversifying assets. Accounts between $1 million and $5 million are subject to an additional 0.25% administrative and servicing charge on the first $3 million of applicable assets. Other asset classes and strategies have separate fee schedules.
Fee Estimator
Location
800 Connecticut Ave. Nw, Washington, DC, 20006
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Employment History
Current Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., LLC
State Registrations28 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.
Exams
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