Jeffrey Travis is a CFA-designated registered investment advisor at Oak Associates LTD, based in Akron, OH, with 19 years of industry experience. Jeffrey 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 42 clients with $1.8B 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 $4.0M | 1.00% |
| $4M+ | 0.75% |
Management fees are negotiable at Oak's discretion based on the size of the account(s) or type of account (e.g., Institutional, or public pension plan).
Fee Estimator
Location
3800 Embassy Parkway, Suite 31O, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oak Associates LTD
Previous Registrations
Winslow Asset Management INC
Broadleaf Partners, LLC
State Registrations1 state
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