Taylor Roncancio
Taylor Roncancio is a registered investment advisor at Quantumvest, INC., based in Scottsdale, AZ, with 13 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $30M 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 $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees may be negotiable. Accredited or qualified clients may be charged a performance-based fee of 2.00% of assets plus 20% of profits.
Fee Estimator
Location
5111 N. Scottsdale Road, Suite 211, Scottsdale, AZ, 85250
Get directionsHistory
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
Taylor is a managing partner at Roncancio Enterprise LLC, a real estate holding company, and Roncancio Wealth Management IN, where they sell insurance. Taylor also owns 50% of Blackwolf Enterprises, LLC, an e-commerce site, and 60% of Blackwolf Investments, LLC, which sells online trading courses.
Employment History
Current Registrations
Quantumvest, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.