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Travis Prentice

Advisor at The Informed Momentum Company LLC

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The Informed Momentum Company LLC logo

Firm

The Informed Momentum Company LLC

Location

Solana Beach, CA 92075

Credentials

Series 65

Industry experience

24 years

About

Travis Prentice is a financial advisor at The Informed Momentum Company LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Eam Investors, LLC since 2007. The Informed Momentum Company LLC provides discretionary investment management of public equity strategies primarily to pooled and institutional clients, including pension and government plans. The firm applies its proprietary Informed Momentum™ process across a range of U.S. equity market capitalizations, emphasizing micro- and ultra-micro-cap momentum strategies.

Client services

Based on The Informed Momentum Company LLC

Portfolio management Selection of other advisers

Expertise

Based on The Informed Momentum Company LLC

Active portfolio management Concentrated stock management Real estate investing

Fee options

Percentage

$0 - /style dependent: 0.20% annually for U.S. Large Cap $0 - /style dependent: 0.35% annually for U.S. Mid Cap $0 - /style dependent: 0.50% annually for U.S. Small Cap $0 - /style dependent: 0.50% annually for U.S. Micro Cap $0 - /style dependent: 0.50% annually for U.S. Ultra Micro Cap

Performance-based

Performance-based incentive fees up to 20% of total return over 3-month or 12-month periods, negotiated with qualified clients, may include high-water mark provisions.

Other

Account minimum: $5,000,000

Location

215 Highway 101, Suite 216

Solana Beach, CA 92075

Most active in

California

Work history

Eam Investors, Llc

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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