Andrew Taylor
Andrew Taylor is a CFA-designated registered investment advisor at Evolutionary Tree Capital Management, LLC, based in Collierville, TN, with 23 years of industry experience. Andrew 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 48 clients with $92M 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 $5.0M | 0.95% |
| $5.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees and account minimums for private clients are generally non-negotiable but may be adjusted at the firm's sole discretion. Institutional clients have a separate fee schedule starting at 0.70% for the first $25 million.
Fee Estimator
Location
Collierville, TN
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2020Judgment / Lien
August 2019Judgment / Lien
May 2019Employment History
Current Registrations
Evolutionary Tree Capital Management, LLC
Previous Registrations
Finalis Securities LLCBroker
Growth Capital Services, INC.
Growth Capital Services, INC.Broker
Patrick Capital Markets, LLCBroker
Trestle Point, LLCBroker
Cumberland Partners, LLC
Southernsun Asset Management, INC
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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