Taylor Thomas is a CFP-designated registered investment advisor at Ncm Capital Management, LLC, based in Ramsey, NJ, with 12 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 252 clients with $540M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.20% |
Rates shown reflect the higher end of the standard investment management and wealth management ranges disclosed by the firm. Fees vary based on investment strategy and holdings, and are negotiable for accounts over $10 million.
Fee Estimator
Location
180 East Main Street, Ramsey, NJ, 07446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ncm Capital Management, LLC
Previous Registrations
Round Table Wealth Management
Regentatlantic Capital, LLC
State Registrations1 state
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Exams
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