Louis Taylor
Louis Taylor is a registered investment advisor at Twm Wealth Management CORP, based in West Linn, OR, with 27 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 174 clients with $74M 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 $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.60% |
Fees may be negotiated.
Fee Estimator
Location
1969 Willamette Falls Drive, Suite 230, West Linn, OR, 97068
Get directionsHistory
Regulatory History (2)
Regulatory
May 2025Customer Dispute
May 2010Other Business Activities
Louis is involved in several business ventures, including Voyage Venture LLC (seed funding), Ventriq LLC (topical pain ointment), VVRX Pharmacy Billing Solutions LLC (billing agent), and Backbone LLC (LLC management). He also serves as Chair of the West Linn and Wilsonville School Board.
Employment History
Current Registrations
Twm Wealth Management CORP
Previous Registrations
Crown Capital Securities, L.P.Broker
First Investors CorporationBroker
State Registrations4 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.