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Charles Taylor

Capital Synergy Partners
26 Years of Experience
Charlotte, NC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Charles Taylor is a registered investment advisor at Capital Synergy Partners, based in Charlotte, NC, with 26 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M in assets under management.

Capital Synergy Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
331 clients
Average Client Portfolio
$309K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.

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

Location

338 S. Sharon Amity Rd., Charlotte, NC, 28211

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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 ActivitiesSells Insurance

Charles is the owner and president of Taylor Wealth Management Group, selling fixed insurance, life, health, and long-term care insurance. He spends full-time hours per month on this, with about a quarter of his time during market hours.

Employment History
Current Registrations
Capital Synergy PartnersBroker
January 2017 - Present · 9 yrs 9 mos
Capital Synergy Partners
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Invest Financial CorporationBroker
October 2008 - December 2016 · 8 yrs 2 mos
Invest Financial Corporation
October 2008 - December 2016 · 8 yrs 2 mos
Synergy Investment Group, LLC
February 2005 - October 2008 · 3 yrs 8 mos
Synergy Investment Group, LLCBroker
January 2005 - October 2008 · 3 yrs 9 mos
New England SecuritiesBroker
December 2002 - December 2004 · 2 yrs
Afs Brokerage, INC.Broker
June 2002 - October 2002 · 4 mos
Conseco Securities, INC.Broker
April 2000 - June 2002 · 2 yrs 2 mos
State Registrations7 states
CAGAMINCSCTXVA
AdvisorBrokerBoth

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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