Patrick Taylor
Patrick Taylor is a registered investment advisor at Strategic Financial Concepts, LLC, based in Metairie, LA, with 26 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
2817 Athania Parkway, Metairie, LA, 70002
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
Patrick is involved in numerous business activities, including selling various types of insurance products through Benefit Planning Group and under his own insurance license. He also owns real estate, is on the advisory board of National Financial Alliance, and is involved in marketing for securities and fee-based business, dedicating a significant portion of his time to these ventures.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations6 states
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