Taylor Herzog is a CFA-designated registered investment advisor at Tyme Advisors, based in Plano, TX, with 10 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 39 clients with $610M 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 | Included |
Fees range from 0.35% to 1.00% and are negotiable.
Fee Estimator
Location
5851 Legacy Circle, 6th Floor, Plano, TX, 75024
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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 Chief Investment Officer and a consultant for TYME Capital Holdings, Inc.
Employment History
Current Registrations
Tyme Advisors
Previous Registrations
Valkyrie Equities CorporationBroker
Lake Point Wealth Management, LLC
True North Advisors, LLC
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.