Taylor Drake is a CFA-designated registered investment advisor at Apella Wealth, based in Lake Oswego, OR, with 16 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
4900 Meadows Road, Suite 130, Lake Oswego, OR, 97035
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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.
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Taylor occasionally provides investment-related expert testimony and consulting in arbitration and legal proceedings. This activity takes about 10-20% of Taylor's time, mostly outside of normal trading hours.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Metrist Wealth Advisors
Avier Wealth Advisors
Retirement Asset Management, LLC
Provest Capital Management LLC
Beacon Rock Management, LLC
Beacon Rock Capital, LLC
Beacon Rock Capital Partners LLC
Ws Griffith Securities, INC.
State Registrations3 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.