John Traver
John Traver is a CFP-designated registered investment advisor at Traver Financial Consulting Network PA, based in Lakewood Ranch, FL, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 54 clients with $88M 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 $1.5M | 1.50% |
| $1.5M - $1.8M | 0.95% |
| $1.8M - $2.0M | 0.85% |
| $2M+ | 0.65% |
All fees are subject to negotiation.
Fee Estimator
Location
9040 Town Center Parkway, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2021Regulatory
April 2015Other Business Activities
The provided text only contains the name and address of Traver Financial Consulting Network, an independent RIA, and does not describe any outside business activities of John or indicate whether he sells insurance products.
Employment History
Current Registrations
Traver Financial Consulting Network PA
Previous Registrations
Traver, J. Micheal
Trustmont Financial Group, INC.Broker
Financial Network Investment CorporationBroker
State Registrations3 states
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.