Troy Taylor
Troy Taylor is a CFP-designated registered investment advisor at Avidian Wealth Solutions, based in San Antonio, TX, with 23 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 1,895 clients with $4.8B 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% |
Maximum annual fee is 1.50%. Actual fees are negotiated and vary based on factors including account size, household relationships, and service complexity.
Fee Estimator
Location
227 North Loop 1604 East, Suite 150, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2013Customer Dispute
October 2003Employment History
Current Registrations
Avidian Wealth Solutions
Previous Registrations
Linscomb Wealth, INC.
Linscomb & Williams
LPL Financial LLC
Amegy Investments, INC.
Wells Fargo Investments, LLC
State Registrations1 state
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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