Traver Financial Consulting Network PA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Traver Financial Consulting Network, PA provides discretionary investment management, financial planning and retirement-plan consulting to individuals, high-net-worth families, business owners and corporate pension and profit-sharing plans. The firm reports managing about $121.7 million in discretionary assets across a relatively small client base and charges percentage-of-AUM advisory fees.
The firm’s investment process centers on tailored asset allocation informed by both fundamental (bottom-up) and technical analysis, with continuous monitoring and periodic rebalancing. Portfolios are constructed from a broad range of instruments — including individual equities, fixed income, mutual funds, ETFs and ETNs — and the brochure discloses the use of options and other derivatives as part of its strategies.
Noteworthy aspects include the firm’s work with institutional retirement plans in addition to individual clients, and its explicit inclusion of derivatives in managed accounts, both of which are less common among similarly sized independent advisers. The brochure also notes the firm’s transition to SEC registration after surpassing $100 million in regulatory AUM and discloses a prior administrative settlement relating to recordkeeping and custody matters that the firm resolved.
Client services
Expertise
Fee options
Fees for financial planning services vary depending on the complexity of the client's situation; includes series of meetings and review but no discretion over assets.
$0 - $1,500,000: 1.50% $1,500,001 - $1,750,000: 0.95% $1,750,001 - $2,000,000: 0.85% $2,000,001+: 0.65%
Main office
9040 Town Center Parkway
Lakewood Ranch FL 34202
Advisors at this office
1
Most active in
Florida · New Jersey · New York
Also doing business as
Traver Financial Consulting Network Pa · Traver, J. Michael · Traver, J. Micheal
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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