Travis Bell is a CFP-designated registered investment advisor at Totem Wealth Management LLC, based in Charlotte, NC, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 105 clients with $13M 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 $50K | 1.20% |
| $50K - $100K | 1.10% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
Charlotte, NC
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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
Travis owns rental properties in Charlotte, NC, since 2022 and Spartanburg, SC, since 2023. He dedicates minimal time to these activities.
Employment History
Current Registrations
Totem Wealth Management LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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