Travis Kvaale is a registered investment advisor at Make Way Wealth Management, based in Colorado Springs, CO, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 121 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Make Way Wealth Management charges an annual fee based on the value of your portfolio. The fee is negotiable and ranges from 0.50% to 1.25% per year. The fee is calculated monthly based on the average daily market value of your investments. This fee does not include brokerage commissions or other transaction fees.
Location
3336 W. Kiowa St., Colorado Springs, CO, 80904
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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
Make Way Wealth Management
Previous Registrations
Fuse Partners, LLC
Fuse Partners, LLC
Make Way Wealth Management
State Registrations3 states
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