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Travis Yenor

1 Year of Experience
Meridian, ID

Travis Yenor is a registered investment advisor at Inspire Investing, LLC, based in Meridian, ID, with 1 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 455 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
455 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.90%
$1.0M - $10.0M1.65%
$10.0M - $50.0M1.40%
$50M+1.15%

Fees are generally negotiable, and the maximum advisory fee is capped at 2.50% annually. Portfolio management makes up a flat 0.65% of the fee, while the advisory services portion varies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Inspire Investing, LLC
October 2024 - Present · 2 yrs
State Registrations1 state
ID
Advisor

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Exams
No exam information available for this advisor.
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