Paul Travis is a registered investment advisor at Community Financial Group, INC., based in Marlborough, MA, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 95 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFG's investment advisory fees range from 0% to 2.00% annually, depending on the size and complexity of the client relationship. Fees are based on the value of your portfolio at the end of each quarter and are typically billed after the quarter ends. Fees may be negotiable. If CFG recommends a third-party manager or sub-advisor, those fees are separate and in addition to CFG's fees. CFG may recommend wrap fee programs offered by third-party managers.
Location
201 Boston Post Road West, Suite 406, Marlborough, MA, 01752
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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
Community Financial Group, INC.
Previous Registrations
Comprehensive Asset Management and Servicing, INC.
State Registrations2 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.