Taylor Ames is a registered investment advisor at Arena Advisors LLC, based in San Jose, CA, with 16 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1 clients with $180K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This is a wrap fee that includes investment advisory services and the execution of securities transactions within client accounts.
Fee Estimator
Location
San Jose, CA
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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 →Other Business Activities
Taylor is the co-founder and co-CEO of Agoge Sport, a fitness company, and creates workouts and maintains social media, dedicating a few hours per week. Taylor also spends a few hours per week at Compass Fitness Denver.
Employment History
Current Registrations
Arena Advisors LLC
Previous Registrations
Alps Portfolio Solutions Distributor, INC.Broker
Alps Distributors, INC.Broker
Invesco Distributors, INC.Broker
State Registrations2 states
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.