Russell Travis is a registered investment advisor at Crescent Advisor Group, INC., based in Plano, TX, with 29 years of industry experience. Russell 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell is the Vice President of Retail Operations at Crescent Securities Group, Inc. since 2001, overseeing broker/dealer operations and assisting with compliance efforts on a full-time basis.
Employment History
Current Registrations
Crescent Advisor Group, INC.
Crescent Securities Group, INC.Broker
Previous Registrations
First Financial Equity CorporationBroker
Flexvest Securities Group, INC.Broker
State Registrations15 states
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