Timothy Taggart is a registered investment advisor at Investment Research CORP, based in Denver, CO, with 39 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IRC clients pay a single annual fee for the wrap fee program, based on a percentage of the portfolio's market value or a flat fee, whichever they choose. The client can choose a $3,000 flat fee, or a fee based on a percentage of the account value for 0.5%, 1.0%, 1.5% or another percent value mutually agreed upon. The maximum fee is 2.0% of assets under management, not including program, product, custodial, or mutual fund fees.
Location
1636 Logan Street, Denver, CO, 80203
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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 ActivitiesSells Insurance
Timothy is a FINRA arbitrator since 1996, dedicating minimal time annually. He also holds ownership, director, and president positions in several investment-related and non-investment-related companies, including an insurance company, with time commitments varying from minimal to full-time.
Employment History
Current Registrations
Investment Research CORP
World Capital Brokerage, INC.Broker
Previous Registrations
Investment Research CORP
First Austin InvestmentsBroker
American Growth Fund Sponsors, INC.Broker
American Growth Fund Sponsors, INC.Broker
State Registrations51 states
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