Travis Wesley is a CFP-designated registered investment advisor at Financial Investment Team ("fit"), based in Portland, OR, with 9 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, Investment Management, and 3 more. Their firm serves 303 clients with $210M 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 $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
The firm may also charge some legacy clients pursuant to a different fee schedule: The first $250,000: 1.10%, The next $250,000: 0.95%, The next $500,000: 0.90%, The next $1,000,000: 0.85%. The firm may also provide financial planning services to its investment advisory clients, the cost of which may be included in its advisory fees.
Fee Estimator
Location
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
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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 Activities
Travis works as an Investment Advisor for Financial Investment Team, providing financial planning services. This activity takes nearly all of Travis's time.
Employment History
Current Registrations
Financial Investment Team ("fit")
Peak Brokerage Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Fisher Investments
State Registrations2 states
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