Bryan Taylor
Bryan Taylor is a CFA-designated registered investment advisor at Cornerstone Management, INC., based in Duluth, GA, with 22 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 275 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
3237 Satellite Blvd, Suite 400, Duluth, GA, 30096
Get directionsHistory
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
Bryan is a member of the Board of Directors for Brotherhood Mutual Insurance Company since June 2024, providing strategic direction and reviewing investment programs. This requires about 10-20% of his time, with about half of that time occurring during securities trading hours.
Employment History
Current Registrations
Cornerstone Management, INC.
Previous Registrations
Cornerstone Management, 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.