Travis Soppe
Travis Soppe is a CFP-designated registered investment advisor at Cumbie Advisory Services, INC, based in Fort Worth, TX, with 16 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 87 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.32% |
| $10M+ | 0.25% |
Fee schedule is for general accounts. Certain structured accounts have different fee schedules. Fees may be negotiable.
Fee Estimator
Location
306 West 7th Street, Suite 442, Fort Worth, TX, 76102-4905
Get directionsHistory
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 Activities
Travis is insurance licensed through Rhodes Investment Advisors, Inc. and a registered representative with Rhodes Securities, Inc.
Employment History
Current Registrations
Cumbie Advisory Services, INC
Rhodes Securities, INC.Broker
Previous Registrations
Cumbie Advisory Services, INC
Rhodes Investment Advisors, INC.
H.D. Vest Investment ServicesBroker
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.