KT
KT
Kevin Taylor
20 Years of Experience
New York, NY
1 Disclosure
Kevin Taylor is a registered investment advisor at Rosecliff Capital Advisory LLC, based in New York, NY, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 140 clients with $26M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
140 clients
Average Client Portfolio
$185K average
Assets Under Management
$25.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee includes portfolio management, trading commissions, and custody services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
767 5th Avenue, 34th Floor, New York, NY, 10153
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
September 2016Employment History
Current Registrations
Rosecliff Capital Advisory LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Columbus Advisory Group, LTD.Broker
August 2005 - December 2020 · 15 yrs 4 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.