Andrew Taylor
Andrew Taylor is a registered investment advisor at Kingsview Wealth Management, LLC, based in Greensboro, NC, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
101 Centreport Dr, Suite 140, Greensboro, NC, 27409
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2010Customer Dispute
January 2009Other Business Activities
Andrew is a 5% owner of Amplify This Music and spends minimal time songwriting for special occasions. This activity is not investment-related.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.
Exams
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