Travis Dufner
Travis Dufner is a registered investment advisor at Securus Wealth Management, based in Holmdel, NJ, with 9 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are billed quarterly in arrears.
Fee Estimator
Location
Holmdel, NJ
Get directionsHistory
Regulatory History (2)
Financial
February 2018Financial
November 2017Other Business ActivitiesSells Insurance
Travis works as an insurance agent at Millstone Financial Group, providing insurance sales and services since January 2024. This takes about a quarter of his time, including a minimal amount of time during SEC trading hours.
Employment History
Current Registrations
Securus Wealth Management
Previous Registrations
Millstone Financial Group
Alps Distributors, INC.Broker
Wbi Investments, INC.
Millington Securities, INC.Broker
Park Avenue Securities LLCBroker
State Registrations1 state
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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