Taylor Schuerman is a registered investment advisor at Mountain Capital Investment Advisors INC, based in Westminster, CO. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,113 clients with $740M 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 $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees above $1,500,000 are negotiable.
Fee Estimator
Location
12235 Pecos St, Suite 100, Westminster, CO, 80234
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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
Mountain Capital Investment Advisors INC
State Registrations1 state
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