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CFA

Taylor Drake

Apella Wealth
17 Years of Experience
Lake Oswego, OR
View SEC Summary
View SEC Summary

Taylor Drake is a CFA-designated registered investment advisor at Apella Wealth, based in Lake Oswego, OR, with 17 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,503 clients with $11B in assets under management.

Apella Wealth
Compensation
Fee-Only (% of Portfolio)
Firm Size
102 advisors
Number of Clients
8,503 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$11.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4900 Meadows Road, Suite 130, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Metrist Wealth Advisors
February 2019 - March 2022 · 3 yrs 1 mo
Avier Wealth Advisors
April 2012 - April 2019 · 7 yrs
Retirement Asset Management, LLC
January 2012 - June 2012 · 5 mos
Provest Capital Management LLC
July 2010 - June 2012 · 1 yr 11 mos
Beacon Rock Management, LLC
September 2006 - October 2006 · 1 mo
Beacon Rock Capital, LLC
March 2006 - October 2006 · 7 mos
Beacon Rock Capital Partners LLC
March 2006 - September 2006 · 6 mos
Ws Griffith Securities, INC.
May 2003 - August 2003 · 3 mos
State Registrations3 states
CTORTX
Advisor

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
No exam information available for this advisor.
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