David Traylor
David Traylor is a registered investment advisor at Colorado Financial Service Corporation, based in lakewood, CO, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
Fee Estimator
Location
lakewood, CO
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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 Activities
David is the owner of Golden Eagle Partners and CEO/Founder of Traylor Aerodynamic Systems. He also serves as Chairman of the Scientific Advisory Counsel for Athletes for Care, is head of the Colorado Lacrosse Hall of Fame, and volunteers for the University of Colorado Lacrosse Club.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Previous Registrations
Colorado Financial Service CorporationBroker
Headwaters Bd, LLCBroker
Caris & Company, INC.Broker
Pacific Growth Equities, LLCBroker
State Registrations1 state
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