Scott Taylor
Scott Taylor is a ChFC-designated registered investment advisor at Teckmeyer Financial Services, L.L.C., based in Omaha, NE, with 43 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 37 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Teckmeyer Financial Services (TFS) offers investment management services where you pay a percentage of the value of your investments. The exact percentage falls within a range, and the advisor and client agree on a specific annual fee within that range. The fee ranges are:
- $25,000-$250,000: 0.50% to 2.75%
- $250,001-$500,000: 0.50% to 2.50%
- $500,001-$1,000,000: 0.50% to 2.25%
- $1,000,001-$2,000,000: 0.45% to 2.00%
- $2,000,001-$3,000,000: 0.40% to 1.75%
- $3,000,001-$5,000,000: 0.30% to 1.50%
- $5,000,001-$10,000,000: 0.20% to 1.25%
- Over $10,000,001: Negotiable
Location
11104 John Galt Blvd., Omaha, NE, 68137-2307
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Scott is a licensed insurance agent with several companies, and these duties are separate from Teckmeyer Financial. He also has a passive minority ownership stake in Andria LLC, which invests in a small internet company.
Employment History
Current Registrations
Teckmeyer Financial Services, L.L.C.
Teckmeyer Financial Services, L.L.C.Broker
Previous Registrations
Gwr Investments, INC.Broker
Washington Square Securities, INC.Broker
State Registrations13 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.