Brandon Taylor is a registered investment advisor at Taylor Hoffman Capital Management, based in Richmond, VA, with 28 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 513 clients with $420M 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 $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Location
1021 East Cary Street, Suite 2100, Richmond, VA, 23219
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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 Activities
Brandon is the CEO of Taylor Hoffman Wealth Management, a registered investment advisor, dedicating full-time hours to management, portfolio management, and financial advice. He also manages several real estate LLCs, serves as a director and treasurer for a non-profit foundation, and is president of a homeowners association, all requiring minimal time.
Employment History
Current Registrations
Taylor Hoffman Capital Management
Previous Registrations
Taylor Hoffman Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.