TJ
TJ

Travis Johnson

3 Years of Experience
Chicago, IL

Travis Johnson is a registered investment advisor at Forest Capital Management, LLC, based in Chicago, IL, 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 Retirement Planning. Their firm serves 118 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$3.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

448 N. Lasalle, 9th Floor, Chicago, IL, 60654

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Travis works as a consultant to NTG Capital, a private family office, since 2019. He spends a few hours per week as an efficiency consultant to their accounting processes, primarily assisting the Chief Financial Officer.

Employment History
Current Registrations
Forest Capital Management, LLC
July 2022 - Present · 3 yrs 9 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Travis Johnson - Financial Advisor | TrueAdvisor