Timothy Taylor
Timothy Taylor is a registered investment advisor at Mariner Wealth, based in Orlando, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
1000 Legion Place, Ste 1285, Orlando, FL, 32801
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Timothy is a registered representative with MSEC, LLC and an investment advisor representative with Mariner Wealth Advisors, dedicating full-time hours to these roles. He also sells various insurance products, is a board member at Country Club of Orlando, a member of the Advisory Board for Center for Coastal Solutions, owner of Vaughn Wealth Management LLC, and owner of rental property through TKT Holdings, LLC.
Employment History
Current Registrations
Mariner Wealth
Msec, LLC
Msec, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Cs Capital Strategies Financial Group, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations6 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.