Joshua Taylor
Joshua Taylor is a CFP-designated registered investment advisor at Kompass Financial Advisors, INC., based in Englewood, CO, with 33 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kompass Financial Advisors offers investment management through third-party managers. When Kompass recommends a third-party manager, you will be billed according to that manager's fee schedule. Kompass receives a portion of the advisory fees charged by the third-party manager as a referral fee.
For the SEI Managed Account Solutions program and fee based annuities, Kompass charges an annual investment advisory fee based on the total value of your portfolio. The annual fee may be negotiable:
- Up to $499,999: 1.00%
- $500,000 to $999,999: 0.85%
- $1,000,000 to $2,499,999: 0.75%
- $2,500,000 to $5,000,000: 0.65%
- Over $5,000,000: 0.50%
Location
6500 South Quebec Street, Suite 300, Englewood, CO, 80111
Get directionsHistory
Regulatory History (1)
Regulatory
May 2024Other Business ActivitiesSells Insurance
Joshua is involved with Blythe Lane Invt Mgmt Corp RIA/Rocky Mountain Capital Mgmt, insurance sales, legal related services through Pre-Paid Legal Services, notary services, and Amway products.
Employment History
Current Registrations
Kompass Financial Advisors, INC.
Previous Registrations
Geneos Wealth Management, INC.Broker
Blythe Lane Investment Management CORP.
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Ascend Financial Services, INC.Broker
State Registrations4 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.