Stephen Taylor
Stephen Taylor is a registered investment advisor at United Advisor Group, based in Cincinnati, OH, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
7801 Beechmont Aven, Suite 11, Cincinnati, OH, 45255
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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 ActivitiesSells Insurance
Stephen is a partner at Bove Connolly Taylor, a sole proprietorship involved in insurance and financial advisement, dedicating about 10-20% of his time to sales and insurance sales. He also owns Taylor Consulting, a management consulting firm, and works in administration for the City of Cold Spring KY, spending minimal time on each.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Thurston Springer Advisors
Thurston Springer FinancialBroker
Thurston Springer Financial
SA Stone Investment Advisors INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Woodbury Financial Services, INC.Broker
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.