Travis Mcshane is a CFA, CFP-designated registered investment advisor at Eclectic Associates, INC., based in Fullerton, CA, with 12 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,222 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
For individual fixed income investments, such as individual bonds and certificates of deposit, and illiquid investments such as private placements, which are generally held to maturity, subsequent years’ fees are 0.35% of the value of those types of investments. Some accounts are under different fee schedules honoring prior agreements. Standard fee schedule can be negotiated based on a number of factors.
Fee Estimator
Contact
Travis Mcshane
Location
1440 North Harbor Blvd., Suite 220, Fullerton, CA, 92835
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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
Eclectic Associates, 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.
Exams
Additional Information
As a financial advisor, Travis McShane, CFP®, CFA, enjoys a career that is very broad yet nuanced and provides him with the opportunity to help our clients over long stretches of time. He finds it gratifying to really get to know clients, encouraging them and growing with them along the way. Travis particularly enjoys working with busy families, crafting the financial and investment strategies that can help them move toward their goals, such as a comfortable retirement and college for the kids.