Traver Financial Consulting Network provides investment supervisory services and financial planning services. As a fiduciary, Traver Financial Consulting Network acts in the client's best interest. The firm works with clients to understand their investment objectives while educating them about their process. Asset Portfolio Management creates a portfolio consisting of individual stocks, bonds, exchange traded funds, options, mutual funds and other public and private securities or investments.
Assets Under Management$88M
Clients54
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $1.8M | 0.95% |
| $1.8M - $2.0M | 0.85% |
| $2M+ | 0.65% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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