Travis Gleason is a CFP-designated registered investment advisor at Captrust, based in St. Paul, MN, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
3050 Wells Fargo Place, 30 East 7th Street, St. Paul, MN, 55101
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Travis is a board member at Knox Classical Academy, spending minimal time assisting with budget and financial aid decisions. He also oversees his children's lawncare business and owns rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Captrust
Previous Registrations
Grandview Delight, LLC
Bgm Trunorth Wealth Partners, LLC
Trunorth
Amerivest Investment Management, LLC
TD Ameritrade, INC.
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.