Lee Taylor is a registered investment advisor at The Jamison Edward Group, based in Kearney, MO, with 21 years of industry experience. Lee 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 71 clients with $12M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Annual fee may be negotiable based on certain criteria.
Fee Estimator
Location
302 S. Platte-Clay Way, Suite 204, Kearney, MO, 64060
Get directionsHistory
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
Lee is an insurance agent and owner of Green Tree Heart, LLC DBA Integrated Financial Solutions of Kansas City since 2010. This takes about half of Lee's time.
Employment History
Current Registrations
The Jamison Edward Group
Previous Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Hbw Securities LLCBroker
PFS Investments INC.Broker
State Registrations1 state
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.