Shaun Taylor
Shaun Taylor is a registered investment advisor at Taylor Williams Private Wealth Management LLC, based in Tomball, TX, with 12 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Tomball, TX
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Other Business ActivitiesSells Insurance
Shaun participates in sports and entertainment as a coach/player and DJ, dedicating minimal time to this. He also works as a sole proprietor selling life insurance, which takes about a quarter of his time.
Employment History
Current Registrations
Taylor Williams Private Wealth Management LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Centric Advisors, LLC
Frost Investment Services
Frost Brokerage Services, INC.Broker
J.P. Morgan Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.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.