Mark Taylor
Mark Taylor is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in San Clemente, CA, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
241 Avenida Del Mar, San Clemente, CA, 92672
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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
Mark is an independent insurance agent with Winthrop Taylor Financial, Inc. since 1993, dedicating a few hours per week, and manages rental properties, spending minimal time per month. He is also the president of the San Clemente Rotary Club, spending a few hours per week on club activities.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Winthrop Taylor Financial, INC.
Mutual Securities, INC.Broker
Securities America Advisors, INC.
Winthrop Taylor Asset Management, INC.
Securities America, INC.Broker
Regency Securities, INC.Broker
Sunamerica Securities, INC.Broker
Spelman & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
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.