Travis Terzer is a registered investment advisor at Capvisor Associates, LLC, based in New York, NY, with 3 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $670M 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 | 0.75% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Location
50 Murray St. Apt 1911, New York, NY, 10007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capvisor Associates, LLC
State Registrations1 state
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