George Taylor
George Taylor is a registered investment advisor at Etesian Wealth Advisors, INC., based in West Linn, OR, with 43 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 429 clients with $500M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are subject to negotiation. Actual fees may vary based on scope of services, financial complexity, and asset types.
Fee Estimator
Location
1969 Willamette Falls Drive, #200, West Linn, OR, 97068
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Employment History
Current Registrations
Etesian Wealth Advisors, INC.
Previous Registrations
Moss Adams Securities & Insurance LLCBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Moss Adams Wealth Advisors LLC
Sentra Securities CORP
Sentra Securities CorporationBroker
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.
Exams
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