Deborah Tayloe is a CFP-designated registered investment advisor at Tayloe Financial Services, LLC, based in New Bern, NC, with 21 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 7 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFS charges an annual fee for managing your investments, ranging from 0.5% to 1% of the total value of your portfolio. The exact percentage depends on the size and complexity of your account. This fee is paid at the start of each calendar quarter.
Location
416B Pollock Street, New Bern, NC, 28560-4947
Get directionsHistory
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
Deborah provides income tax preparation services for individuals and couples through Tayloe Financial Services, LLC. This includes preparing Form 1040 with related forms and schedules.
Employment History
Current Registrations
Tayloe Financial Services, LLC
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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.