Ryan Taylor is a registered investment advisor at Conspecta Capital, LLC, based in Mesa, AZ, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $2.4M 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 $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K+ | 1.00% |
For net asset values between $250,000.01 and $750,000, the monthly management fee shall be based on the formula listed in the table. Under such formula, the monthly management fee shall decrease as the Account’s net asset value increases and increase as the net asset value decreases. The fee rate shall be adjusted annually based on year-end balances and rounded to the nearest 0.1% annualized rate. All fees are negotiable.
Fee Estimator
Location
Mesa, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Conspecta Capital, LLC
Previous Registrations
Conspecta Capital, LLC
State Registrations1 state
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