Travis Rhoad
Travis Rhoad is a CFA-designated registered investment advisor at Trippon Wealth Management Group LLC, based in Houston, TX, with 11 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, Retirement Planning. Their firm serves 426 clients with $190M 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 | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. The firm generally requires a minimum asset level of $500,000 for portfolio management services. The firm, in its sole discretion, may charge a lesser portfolio management fee and/or reduce or waive its minimum asset requirement based upon certain criteria.
Fee Estimator
Location
8588 Katy Freeway, Suite 320, Houston, TX, 77024
Get directionsHistory
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 ActivitiesSells Insurance
Travis works as an agent selling life and health insurance since 2022. This activity requires minimal time.
Employment History
Current Registrations
Trippon Wealth Management Group LLC
State Registrations1 state
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