Joshua Taylor is a registered investment advisor at Masterworks Advisers, LLC, based in New York, NY, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 625 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Masterworks Advisers offers several ways to invest in art, each with different fees:
- Ongoing Advisory Services: 0.10% per year of the value of your art investments. This fee is charged monthly and paid when you sell an artwork.
- Art Investment Plans (Discretionary): A monthly fee based on your expected total investment amount:
- Less than $500: $1/month ($12/year)
- $501 - $2,500: $2/month ($24/year)
- $2,500+: $4/month ($48/year)
- Strategy Opportunities (Pilot Program): No advisory fee is currently charged for this service.
Masterworks also earns compensation from the art investments themselves, which reduces your overall returns.
Location
1 World Trade, 57th Floor, New York, NY, 10007
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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.
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Joshua is an employee of Masterworks, LLC, an alternative investment platform, since September 2023. He works as a Masterworks Platform Associate, performing defined administrative functions for a few hours per week.
Employment History
Current Registrations
Masterworks Advisers, LLC
Previous Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
AXA Advisors, LLCBroker
Oscar Gruss & Son IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.