TB
CFP
TB
CFP

Travis Loland Borton

13 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
67 clients
Average Client Portfolio
$121.3M average
Assets Under Management
$8.1B

Fee Structure

Minimum Investment:$30M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $30.0M0.60%
$30.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100.0M - $200.0M0.25%
$200.0M - $300.0M0.20%
$300.0M - $400.0M0.15%
$400.0M - $500.0M0.10%
$500.0M - $750.0M0.05%
$750.0M - $1000.0M0.03%
$1000M+0.03%

Standard fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$150,000
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Location

320 South Canal Street, Floor 12, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
BMO Family Office, LLC
July 2012 - Present · 13 yrs 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.