Charles Taylor is a registered investment advisor at Capital Synergy Partners, based in Charlotte, NC, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
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 | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable. CSP also offers a Third Party Money Manager Program where CSP's fee will not exceed 1.5% of the value of assets held in the account.
Fee Estimator
Location
338 S. Sharon Amity Rd., Charlotte, NC, 28211
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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 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
Capital Synergy Partners
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
New England SecuritiesBroker
Afs Brokerage, INC.Broker
Conseco Securities, INC.Broker
State Registrations7 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.