Justin Taylor is a CFP-designated registered investment advisor at Charter Wealth Management, based in Daphne, AL, with 20 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 119 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Charter Wealth Management provides investment management through third-party investment managers. The firm assesses an annualized asset-based fee up to 1.50% for accounts where Charter Wealth Management provides its investment supervisory services. Fees are calculated based on the value of the account and billed quarterly. For third-party investment management programs, fees generally range from 0.25% to 2.00%, depending on the program, manager, account size, and services provided. Charter Wealth Management's fees are separate from the third-party manager fees.
Location
Daphne, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Charter Wealth Management
Previous Registrations
Duncan-Williams, INC.
Wells Fargo Advisors, LLC
Waddell & Reed, INC.
State Registrations6 states
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