Travis Lewicki is a registered investment advisor at Kris Lewicki & Associates, LLC, based in Coral Springs, FL, with 6 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, Corporate Executives, Estate Planning, Federal Employees, and 6 more. Their firm serves 58 clients with $96M 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 | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees may be negotiable. Minimum annual fee of $3,000 may apply.
Fee Estimator
Contact
Travis Lewicki
Location
7401 Wiles Road, Suite 323, Coral Springs, FL, 33067
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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 is the sole managing member of Marian Lewicki Group, LLC, which handles his salary, business expenses, and operational costs. He spends minimal time managing this business entity.
Employment History
Current Registrations
Kris Lewicki & Associates, LLC
State Registrations3 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