Michael Taylor
Michael Taylor is a registered investment advisor at Seren Wealth Advisors, LLC, based in Fort Lauderdale, FL, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 61 clients with $43M 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 $250K | 1.00% |
| $250K - $750K | 0.95% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.65% |
Subject to a minimum monthly fee of $100. Fees are generally negotiable and legacy clients may have different fee arrangements.
Fee Estimator
Location
8201 Peter's Road, Suite 1000, Fort Lauderdale, FL, 33324
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2026Employment Separation After Allegations
June 2026Customer Dispute
December 2019Employment History
Current Registrations
Seren Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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