Taylor Gentry
Taylor Gentry is a registered investment advisor at Panoramic Capital Partners LLC, based in Missoula, MT, with 1 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 159 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Panoramic Capital Partners offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 1.50% of your portfolio. The exact fee will be outlined in your advisory agreement. Fees are billed monthly in advance, based on the value of your account on the last day of the previous month. Fees are negotiable and are typically deducted directly from your account. Adjustments are made for deposits and withdrawals during the month.
Location
Missoula, MT
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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
Taylor is a licensed insurance agent in Missoula, MT, selling insurance and implementing insurance recommendations. This activity takes about 10% of Taylor's time.
Employment History
Current Registrations
Panoramic Capital Partners LLC
State Registrations1 state
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.