Travis Salley
Travis Salley is a registered investment advisor at Zero Day Capital Enterprises LLC, based in West Point, NY, with 10 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, Retirement Planning, and 1 more. Their firm serves 131 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Location
West Point, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2024Other Business ActivitiesSells Insurance
Travis is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating about 10% of his time to this activity. He also serves as a commissioned officer in the US Army, a full-time commitment that occurs during securities trading hours.
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
Previous Registrations
Zero Day Capital Enterprises LLC
Empirikal Partners LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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.