Travis Stright is a CFA-designated registered investment advisor at Figure 8 Investment Strategies LLC, based in Boise, ID, with 4 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 182 clients with $200M 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 | 1.25% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Comprehensive Investment Management Fees. Stand-Alone Investment Management Fees: Up to $1,000,000: 0.80%, $1,000,001 - $10,000,000: 0.60%, $10,000,001 and up: 0.40%. Fees and minimums may be negotiable.
Fee Estimator
Location
1410 W Washington St, Boise, ID, 83702
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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 Activities
Travis is involved with the ACLU of Idaho, Idaho Law Foundation, and Boise Public Schools Foundation, focusing on financial oversight and recommendations. These activities require minimal time for ACLU of Idaho, a few hours per week for Idaho Law Foundation, and a few hours per week for Boise Public Schools Foundation.
Employment History
Current Registrations
Figure 8 Investment Strategies LLC
State Registrations4 states
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