Travis Fuller
Travis Fuller is a registered investment advisor at Key Investment Services LLC, based in Murray, UT, with 8 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B 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 | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Location
5101 South State St., Murray, UT, 84107
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2024Other Business Activities
Travis rents out vehicles on Turo, hosts homes on Airbnb, and is the President of TNT Homes LLC, which provides rental properties and property management services. These activities take a few hours per week each and are not investment-related.
Employment History
Current Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Sagepoint Financial, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.