Michael Noel is a registered investment advisor at Taylor Stephens, INC., based in Coppell, TX, with 35 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 69 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor Stephens, Inc. (TSI) offers two investment programs. The Advisor Managed Program (AMP) is no longer accepting new clients. The Structured Investing Program clients pay an annual fee for services provided by TSI and Focus Partners, based on a percentage of the value of your investments. The maximum fee charged by TSI is 1.50%.
Location
Coppell, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael has a small equity stake in Latino Communications, a telecommunications company, since 1997. He also serves as an advisory board member for Timeburst, Inc., a social media start-up, dedicating minimal time to this role.
Employment History
Current Registrations
Taylor Stephens, INC.
Previous Registrations
Wells Nelson & Associates, L.L.C.
Wells Nelson & Associates, L.L.C.Broker
Braymen Lambert and Noel Investment Management
Braymen, Lambert and Noel Securities, LTD.
Braymen, Lambert and Noel Securities, LTD.Broker
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Morgan Keegan & Company, INC.Broker
Nationsbanc Capital Markets, INC.Broker
Nationsbanc Capital Markets, INC.Broker
Ncnb Securities, INC.Broker
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.