Taylor Fairman is a CFA-designated registered investment advisor at Eagle Rock Investment Company, LLC, based in Atlanta, GA, with 21 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 83 clients with $790M 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 $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000. Minimum relationship size is $1,000,000.
Fee Estimator
Location
1201 Peachtree Street Ne, Ste 200, Atlanta, GA, 30361
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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
Taylor is dually-registered as an Investment Advisor Representative with Eagle Rock Investment Company, LLC and Cornerstone Investment Partners, LLC.
Employment History
Current Registrations
Eagle Rock Investment Company, LLC
Previous Registrations
Cornerstone Investment Partners, LLC
Worthscape, LLC
Apogee Wealth Management, LLC
Hirtle Callaghan & CO 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.