Michael Taylor is a registered investment advisor at Wealth Teams Alliance, based in Corbett, OR, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 780 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Teams Alliance offers investment management services where fees range from 0.60% to 1.10% annually, based on the value of your portfolio. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Financial planning services may increase the advisory fee. Fees are paid quarterly, in advance, and are debited directly from client accounts. There is no minimum account size requirement.
Location
Corbett, OR
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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 →Other Business ActivitiesSells Insurance
Michael is a licensed life insurance agent, receiving minimal compensation primarily through renewals with occasional new sales. He operates from his home and dedicates minimal time to this activity.
Employment History
Current Registrations
Wealth Teams Alliance
Previous Registrations
Vestory, LLC
Elliott Cove Capital Management
Vestory, LLC
Wealth Management LLC
Ccm Partners
Tlg Advisors, INC.
Portfolio Strategies INC
State Registrations1 state
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.