Mark Taylan
Mark Taylan is a registered investment advisor at Eastsound Capital Advisors, LLC, based in Morgan Hill, CA, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 263 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eastsound Capital Advisors' investment management fees are negotiable, ranging up to 1.95% annually, depending on client needs and investment strategy complexity. Fees are paid monthly or quarterly, in advance or arrears. Clients can terminate the agreement with ten days' written notice. ECA may also utilize third-party investment managers, with fees established and payable according to their disclosure documents.
Location
355 Woodview Avenue Suite 300, Morgan Hill, CA, 95037
Get directionsHistory
Regulatory History (4)
Financial
May 2016Customer Dispute
October 2013Customer Dispute
March 2009Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Mark is an insurance agent appointed with various insurance companies and receives commissions. He is also managing director of Advisors 360 LLC, providing business development services, which takes about 10-20% of his time, and an advisor to FAREPA, Silicon Valley, Inc., dedicating minimal time.
Employment History
Current Registrations
Eastsound Capital Advisors, LLC
Previous Registrations
Sowell Management Services
Concert Wealth Management
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Wells Fargo Advisors Financial Network, LLC
Banc of America Investment Services, INC.
State Registrations2 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.