Travis Ivanoff
Travis Ivanoff is a registered investment advisor at Ivanoff Wealth Management INC., based in Cypress, CA, with 8 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 657 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees up to 0.75% of assets under management annually. Ivanoff also has a co-advisory agreement with Gradient Investments, LLC, with fees of 1.50% annually, except for Preservation Portfolios which are 1.00% annually. Client Directed Accounts have a flat fee of $300 annually.
Fee Estimator
Location
5252 Orange Ave., Suite 107, Cypress, CA, 90630
Get directionsHistory
Regulatory History (1)
Regulatory
September 2007Other Business ActivitiesSells Insurance
Travis is the president and an insurance agent at Travis Ivanoff Insurance Services Inc. Since 2015, he dedicates approximately 60 hours per month, including during trading hours, to insurance product sales.
Employment History
Current Registrations
Ivanoff Wealth Management INC.
Tucker Asset Management LLC
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.