Frederick Taylor is a registered investment advisor at Money & Clarity, based in Marietta, GA, with 54 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.94% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
3535 Roswell Rd, Bldg 30, Marietta, GA, 30062
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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 →Employment History
Current Registrations
Money & Clarity
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Sfc Equities INC.Broker
Weis Securities, INC.Broker
State Registrations3 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.