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Travis Duren

Crescent Advisor Group, INC.
32 Years of Experience
2 DisclosuresBrokerSells Insurance
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Travis Duren is a registered investment advisor at Crescent Advisor Group, INC., based in Dallas, TX, with 32 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 228 clients with $340M in assets under management.

Crescent Advisor Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$344.4M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Crescent Advisor Group's (CAG) investment management fees are based on a percentage of your portfolio's value. There are two fee schedules:

  • Value Advisor Plus:
    • Equity/Funds: 1.0625% annually
    • Debt Instruments (over $100k): 0.60% annually
  • Standard Fees:
    • $0 - $249,999.99: 2.50% annually
    • $250,000.00 - $499,999.99: 2.25% annually
    • $500,000.00 - $999,999.99: 2.00% annually
    • Over $1,000,000.00: Negotiable

CAG may maintain a Limited Power of Attorney for Managed Accounts for the purposes of directing and or otherwise effecting investments on behalf of Managed Accounts, for the direct payment of CAG's fees, and for other charges incurred by the Managed Account.

View Full SEC Brochure

Location

8750 N Central Expy, Suite 750, Dallas, TX, 75231

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History

Regulatory History (2)
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Regulatory
November 2001
Final
Customer Dispute
July 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Travis is the president of Sovereign Equity Insurance Agency, overseeing the insurance agency for minimal time each month. He also holds president and managing member positions in several other financial services companies, including a broker/dealer, RIA, and consulting service, dedicating significant time to these roles.

Employment History
Current Registrations
Crescent Advisor Group, INC.
November 2003 - Present · 22 yrs 5 mos
Crescent Securities Group, INC.Broker
December 2001 - Present · 24 yrs 4 mos
Previous Registrations
Sovereign Equity Management, INC.
August 2003 - December 2009 · 6 yrs 4 mos
Flexvest Securities Group, INC.Broker
October 1993 - January 2002 · 8 yrs 3 mos
State Registrations21 states
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AdvisorBrokerBoth

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.