David Taylor is a CFP-designated registered investment advisor at Mtm Investment Management, LLC, based in Spartanburg, SC, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 5 more. Their firm serves 424 clients with $680M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Accounts up to $500,000 are charged 1.25%. Fixed annual fees of at least $1,000 may be agreed upon. Sub-advisory wrap program charges up to 1.75%. Fees are negotiable.
Fee Estimator
Location
812 East Main Street, Spartanburg, SC, 29302
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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
David is a manager at D.C. Taylor & Co., LLC, a holding company, and Taylor and Moore Holdings, LLC, which provides administrative services to a private investment fund. He also serves on the Investment Committee for Spartanburg Day School, reviewing their investments.
Employment History
Current Registrations
Mtm Investment Management, LLC
Previous Registrations
Mcham Taylor & CO.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations2 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.
Exams
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