Taylor Vowles is a registered investment advisor at Oxford Wealth Management, based in Lindon, UT, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $500M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.40% |
| $3.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.10% |
| $25M+ | 0.65% |
Fees may be negotiated on a client-by-client basis.
Fee Estimator
Location
195 North State Street, Suite 200 - Owm, Lindon, UT, 84042
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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 majority owner of MBLV LLC and a minority owner of Silicone Capital LLC, both holding companies for private investments. Taylor spends minimal time managing these companies.
Employment History
Current Registrations
Oxford Wealth Management
Previous Registrations
Drive Wealth Advisers
Crewe Capital, LLCBroker
Silber Bennett Financial, INC.Broker
Silber Bennett Financial, INC.
Orchard Securities, LLCBroker
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.