Gregory Taylor
Gregory Taylor is a CFA, CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Campbell, CA, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
900 E. Hamilton Avenue, Suite 120, Campbell, CA, 95008
Get directionsHistory
Regulatory History (1)
Criminal
June 1994Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Mercer Global Advisors INC.
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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