Daniel Taylor is a registered investment advisor at Taylor Morgan Capital Management, LLC, based in Dallas, TX, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor Morgan Capital Management (TMCM) manages investment funds and receives a management fee of 2% per year, assessed monthly. TMCM also receives a performance allocation equal to 20% of the net profit allocated to each investor, subject to a loss carry-forward provision.
Location
2000 Mckinney Ave, Suite 1200, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Taylor Morgan Capital Management, LLC
State Registrations1 state
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