Travis Kauzer is a registered investment advisor at Kauzer Capital Management, LLC, based in Walnut Creek, CA, with 9 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $510K 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 | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.55% |
| $7M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
2121 N California Blvd, Ste 290, Walnut Creek, CA, 94596
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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 →Employment History
Current Registrations
Kauzer Capital Management, LLC
Previous Registrations
Fort Point Capital Partners LLC
Fisher Investments
State Registrations1 state
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