Stephen Taylor
Stephen Taylor is a registered investment advisor at New England Schooner, INC., based in Peabody, MA, with 31 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 336 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New England Schooner charges a percentage of your portfolio each year, paid quarterly. The exact fee can be negotiated. If you end your relationship, you'll receive a refund for any unused portion of the quarterly fee. This fee does not include brokerage commissions or other transaction fees.
Location
3 Centennial Drive, Peabody, MA, 01960
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Regulatory History (1)
Judgment / Lien
June 2010Other Business ActivitiesSells Insurance
Stephen sells fixed and long-term care insurance, dedicating minimal time to this activity. He also serves as SVP at New England Schooner Inc., a registered investment advisor, spending about half his time creating and overseeing client portfolios.
Employment History
Current Registrations
New England Schooner, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fortis Investors, INC.Broker
State Registrations7 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.