Travis Fields is a registered investment advisor at Acruence Capital, LLC, based in Oakland, CA, with 10 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 3 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Acruence Capital manages investment portfolios for high-net-worth individuals, charging a percentage of the assets managed. The specific fee is determined on a client-by-client basis and is negotiable, taking into account factors like the complexity of the client's situation, the amount of assets managed, and the time involved.
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Acruence Capital, LLC
Previous Registrations
Sensus Wealth Management Group LLC
State Registrations1 state
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