Travis Mcclarney
Travis Mcclarney is a registered investment advisor at LPL Enterprise, LLC, based in Evansville, IN, with 14 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
20 NW 3rd St, Suite 940, Evansville, IN, 47708
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Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
Travis is a board member for the Golfmoor Baseball Association, balancing the books and making payments, dedicating minimal time. He also serves as a board member for the Kiwanis Club of Evansville, listening to other non-profits and voting on helping them, also dedicating minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 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.
Exams
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