Brian Traverso
Brian Traverso is a ChFC-designated registered investment advisor at Bolt Wealth Management LLC, based in Clovis, CA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 136 clients with $41M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1M+ | 0.75% |
If a sub-advisor is engaged, their fee is incorporated into the fee as noted in the table. For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same household.
Fee Estimator
Location
Clovis, CA
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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
Brian owns BT Notary and Tax Service, spending minimal time each month on tax preparation, bookkeeping, and notary services. Brian is also an independent insurance agent, offering insurance products and services and dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Bolt Wealth Management LLC
Previous Registrations
Roush Investment Group
LPL Financial LLC
Wells Fargo Investments, LLC
State Registrations1 state
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.