Travis Dixon
Travis Dixon is a registered investment advisor at Navy Federal Investment Services, LLC, based in El Paso, TX, with 11 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 Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B 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 $250K | 1.35% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.85% |
Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.
Fee Estimator
Location
El Paso, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2019Financial
July 2017Other Business Activities
Travis works as a financial advisor for Mirau Capital Management LLC, dedicating about 10-20% of his time to this role. This activity is investment-related.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Nylife Securities LLCBroker
State Registrations5 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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