Colin Taylor is a registered investment advisor at Almega Wealth Management, based in Scottsdale, AZ, with 7 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 227 clients with $82M 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 | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. If the client requests a customized active investment advisory service, Almega may charge an AUM fee up to +1.0% higher than quoted in the above table for the specific account(s) utilizing an active investment advisory service.
Fee Estimator
Location
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ, 85260
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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 →Employment History
Current Registrations
Almega Wealth Management
Previous Registrations
Raleigh Capital Management INC.
Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC
Aptus Capital Advisors, LLC
Gordon Asset Management, LLC
State Registrations4 states
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