| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
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Learn about disclosures →Travis works as an Investment Advisor for Financial Investment Team, providing financial planning services. This activity takes nearly all of Travis's time.