Travis Bettfreund
Travis Bettfreund is a registered investment advisor at K2 Financial INC., based in Glendora, CA, with 8 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 393 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Investment advisory fees typically range from 0.50% to 1.35% annually, and are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
233 S. Glendora Ave., Glendora, CA, 91741
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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 ActivitiesSells Insurance
Travis is a co-owner, IAR, and Director of Advisors at K2 Financial, an independent RIA, dedicating a few hours per week. He also has ownership stakes in K2 Benefits, an insurance option for advisors, and Krellwitz Kurimoto and Associates, the parent corporation for K2 Financial and K2 Benefits, spending minimal time on each.
Employment History
Current Registrations
K2 Financial INC.
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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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