Travis Drown
Travis Drown is a registered investment advisor at Vicus Capital, INC., based in Columbia, MD, with 13 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
10490 Little Patuxent Parkway, #200, Columbia, MD, 21044
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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 an independent insurance agent with Darrel Drown Financial Services, selling fixed annuities and life/accident/health insurance, dedicating nearly full-time hours since 2012. He is also an advisory representative with Vicus Capital, Inc, spending about 10% of his time on asset management, and President/CEO of Drown Financial Services, LLC, a DBA for expenses, also dedicating nearly full-time hours.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
State Registrations24 states
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