TG
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Tayler Gold
20 Years of Experience
Orlando, FL
2 DisclosuresBroker
Tayler Gold is a registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 20 years of industry experience. Tayler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
70 S. Keller Road, Orlando, FL, 32810
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009Denied
Customer Dispute
March 2009Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
September 2008 - Present · 18 yrs 1 mo
Charles Schwab & CO., INC.Broker
September 2008 - Present · 18 yrs 1 mo
Previous Registrations
Wachovia Securities, LLC
January 2008 - September 2008 · 8 mos
Wachovia Securities, LLCBroker
January 2008 - September 2008 · 8 mos
A. G. Edwards & Sons, INC.
February 2006 - January 2008 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
February 2006 - January 2008 · 1 yr 11 mos
State Registrations3 states
AZFLIL
AdvisorBrokerBoth
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.
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