Travis Wiedower is a registered investment advisor at Wiedower Capital, based in Austin, 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 High Net Worth, Investment Management. Their firm serves 7 clients with $3M 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 $25.0M | 2.00% |
| $25.0M - $50.0M | 1.50% |
| $50.0M - $75.0M | 1.00% |
| $75.0M - $100.0M | 0.75% |
| $100M+ | 0.50% |
Qualified clients pay a discounted management fee and a performance-based fee of 20% of profits exceeding 7% annually. Management fees and performance fees are generally not negotiable, but may be waived or modified at Wiedower Capital's discretion.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Travis co-founded Foodservice Advantage LLC in 2010 and Midwest Consolidated Supply LLC in 2014, both serving the restaurant industry. He spends about 10-20% of his time on these businesses combined, primarily in financial and logistical roles.
Employment History
Current Registrations
Wiedower Capital
Previous Registrations
Wiedower Capital
State Registrations1 state
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