Travis Obrycki is a registered investment advisor at Top Shelf Advisors, based in Eau Claire, WI, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 16 clients with $2.2M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
AUM fees may be reduced in future years.
Fee Estimator
Location
Eau Claire, WI
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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.
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Travis is currently employed full-time as a Senior Data Engineer, which takes priority during trading hours.
Employment History
Current Registrations
Top Shelf Advisors
State Registrations1 state
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