DT
DT

David Winston Traylor

19 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
126 clients
Average Client Portfolio
$543K average
Assets Under Management
$68.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.50%
$100K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees negotiable for accounts over $2,500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

lakewood, CO

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History

Regulatory History
Clean regulatory record

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.

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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
April 2017 - Present · 8 yrs 10 mos
Colorado Financial Service Corporation
September 2015 - Present · 10 yrs 5 mos
Colorado Financial Service CorporationBroker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Colorado Financial Service CorporationBroker
November 2012 - December 2014 · 2 yrs 1 mo
Headwaters Bd, LLCBroker
March 2010 - November 2012 · 2 yrs 8 mos
Caris & Company, INC.Broker
October 2007 - February 2010 · 2 yrs 4 mos
Pacific Growth Equities, LLCBroker
August 2005 - June 2007 · 1 yr 10 mos
State Registrations14 states
CACOCTFLILMAMENJNVNYORPRTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Winston Traylor - Financial Advisor | TrueAdvisor