Travis Shepherd
Travis Shepherd is a registered investment advisor at Prostatis Financial Advisors Group, based in Greenwell Springs, LA, with 14 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,639 clients with $510M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
15415 Greenwell Springs Rd, Greenwell Springs, LA, 70739
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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 →Other Business ActivitiesSells Insurance
Travis is a partial owner of Shepherd Wealth Solutions, offering insurance and investment advisory services, dedicating about a third of his time. He also owns Allied Tax Advisors, focusing on tax preparation, and is an independent insurance agent, spending about 10-20% of his time on this. Finally, Travis is the founder of Capital Learning Academy, providing financial education courses, which requires minimal time.
Employment History
Current Registrations
Prostatis Financial Advisors Group
Previous Registrations
Brookstone Wealth Advisors, LLC
Shepherd's Advisory Group, LLC
Shepherd's Advisory Group
State Registrations1 state
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