Travis Mueller is a registered investment advisor at Union Grove Capital, LLC, based in Tampa, FL. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When Union Grove Capital uses Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee which ranges between 0.00% and 1.00%. Union Grove Capital’s fees are inclusive of Altruist LLC’s Model Marketplace fees.
Fee Estimator
Location
Tampa, FL
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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
Union Grove Capital, LLC
State Registrations1 state
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