Sally Taylor
Sally Taylor is a CFP-designated registered investment advisor at Cardinal Point Wealth Management, based in Scottsdale, AZ, with 20 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,387 clients with $4.8B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are generally non-negotiable, though the firm may reduce account minimums or fee rates at its discretion.
Fee Estimator
Location
14000 N Pima Rd, Suite 215, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2007Other Business Activities
Sally is the Executive VP of Cross Border Services at Cardinal Point Capital Management Inc. in Vancouver, BC, Canada. This activity is investment-related.
Employment History
Current Registrations
Cardinal Point Wealth Management
Previous Registrations
Cardinal Point Wealth Management
Cardinal Point Wealth Management, LLC
Keatsconnelly
Cross Border Tax & Accounting, LLC
Keats Connelly and Associates INC.
Clanco Management 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.
Exams
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