Richard Taylor is a registered investment advisor at Avid Wealth Management Group, LLC, based in Atlanta, GA, with 23 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 94 clients with $84M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 0.92% |
All fees are subject to negotiation.
Fee Estimator
Location
3330 Cumberland Parkway Suite 900, Atlanta, GA, 30339
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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 Activities
Richard is a principal/shareholder at HLB Gross Collins, P.C., a full-service CPA and consulting firm. He is also involved with Circle T Investments and works as a flight instructor.
Employment History
Current Registrations
Avid Wealth Management Group, LLC
Previous Registrations
Associated Planners Investment Advisory INC
Ws Griffith Securities, INC.
State Registrations1 state
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