Travis Boyer
Travis Boyer is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Exton, PA, with 19 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1 East Uwchlan Ave, Suite 302, Exton, PA, 19341
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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 operates Secure Planning Group, LLC as a DBA for his LPL business since 2016. He also provides investment advisory services through Wealthcare Advisory Partners LLC, spending about half his time on this activity, and is involved with Coastal Insurance Consulting, dedicating a few hours per week to non-variable insurance. Additionally, Travis is a business owner with a Federal Firearms License, spending minimal time on this.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Key Investment Services LLC
Key Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Signator Investors, INC.Broker
State Registrations17 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.