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Charles Taylor

World Equity Group, INC.
18 Years of Experience
Minneapolis, MN
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Charles Taylor is a registered investment advisor at World Equity Group, INC., based in Minneapolis, MN, with 18 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.

World Equity Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $75K0.47%
$75K - $750K0.42%
$750K+0.35%

Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4325 Pheasant Ridge Drive NE, Suite 610, Minneapolis, MN, 55449

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2023
Settled
Criminal
February 1989
Final Disposition
Criminal
March 1986
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is a part-time musician, youth hockey program coordinator, IT tech consultant, and provides bookkeeping services. He is also an insurance agent selling life, accident, health, and disability insurance products, and operates under the DBA Medicare Advisors.

Employment History
Current Registrations
World Equity Group, INC.
March 2013 - Present · 13 yrs 7 mos
World Equity Group, INC.Broker
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
Intervest International, INC.
July 2009 - March 2013 · 3 yrs 8 mos
Intervest International Equities CorporationBroker
July 2009 - March 2013 · 3 yrs 8 mos
UBS Financial Services INC.Broker
January 2008 - May 2009 · 1 yr 4 mos
State Registrations6 states
AZFLMNNDTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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