Brian Taylor is a registered investment advisor at Compass Capital Investments LLC, based in Fincastle, VA, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 138 clients with $15M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fee may be negotiable based on several factors. Individual accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
10 W. Main St., Fincastle, VA, 24090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brian owns investment real estate, serves on the board of two non-profits, and is involved with several LLCs including an aircraft holding company, a real estate title and closing services company, a private fund, and two aviation-related companies. He dedicates about a quarter of his time to the private fund and about 10-20% of his time to investment real estate.
Employment History
Current Registrations
Compass Capital Investments LLC
State Registrations4 states
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