Timothy Taylor is a registered investment advisor at Taylor Capital Management, based in Martinsburg, WV, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 227 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients are charged a 1.00% annual base advisory fee and a 20% performance fee on quarterly gains exceeding 5%.
Fee Estimator
Location
Martinsburg, WV
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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 Activities
Timothy is a member of the Finance Committee for Highland View Academy, a non-profit Christian school. He dedicates minimal time to this activity, providing advice and feedback on financial matters.
Employment History
Current Registrations
Taylor Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.