| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
338 S. Sharon Amity Rd., Charlotte, NC, 28211
Get directionsNo 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 →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.