Justin Travis
Justin Travis is a CFP-designated registered investment advisor at Sowell Management, based in North Little Rock, AR, with 5 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B 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 | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
Location
5320 Northshore Drive, North Little Rock, AR, 72118
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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
Justin is a licensed insurance producer in Arkansas since 2018, selling life insurance and dedicating minimal time to this activity. He also owns and manages rental property through Evergreen Assets LLC, spending minimal time on this endeavor.
Employment History
Current Registrations
Sowell Management
Previous Registrations
United Capital Financial Advisors
Sowell Management
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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