Nathan Travis
Nathan Travis is a registered investment advisor at Nicollet Investment Management, INC., based in Minneapolis, MN, with 12 years of industry experience. Nathan 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 315 clients with $530M 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 $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.75% |
| $50M+ | 0.55% |
These fees are for clients using active stock investment strategies. For clients using mutual funds or ETFs for stock investments and individual security fixed income management, the fee is 0.50% annually. Fees are negotiable.
Fee Estimator
Location
800 Washington Avenue North, Suite 150, Minneapolis, MN, 55401
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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 Activities
Nathan owns rental property in Minneapolis, MN since April 2019, spending a few hours per week on it. He is also a member of 705 5th Ave SE Partners LLC since August 2018, spending minimal time per month on rental properties, land conservation, and agriculture.
Employment History
Current Registrations
Nicollet Investment Management, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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