Travis Giffey
Travis Giffey is a registered investment advisor at Integrity Alliance, LLC, based in Cookville, TN, with 20 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B 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 | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
480 One Eleven Place, Cookville, TN, 38506
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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
Travis is the owner and CCO of Compass Advisory Partners, an independent RIA firm, dedicating full-time hours. He also owns and operates Giffey Farms and Five Oak Farms, both cattle farming operations, and is an independent contractor for Csenge Adisory Group, LLC providing investment advisory services, dedicating about a quarter of his time to each. Additionally, Travis owns Fixed Insurance and Fidelis Financial Fixed Insurance, focusing on fixed insurance and annuities, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Compass Advisory Partners LLC
Previous Registrations
Lion Street Financial, LLCBroker
Compass Advisory Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations34 states
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