Stephen Taylor
Stephen Taylor is a registered investment advisor at Mariner Wealth, based in Orlando, FL, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
1000 Legion Place, Ste 1285, Orlando, FL, 32801
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2021Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Stephen is a registered representative and investment advisor representative with MSEC, LLC and Mariner Wealth Advisors, respectively, dedicating full-time hours to these roles. He also sells various insurance products and owns Vaughn Wealth Management LLC, spending minimal time on the latter.
Employment History
Current Registrations
Mariner Wealth
Msec, LLC
Msec, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Cs Capital Strategies Financial Group, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
A. G. Edwards & Sons, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations5 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.