Taylor Boyd
Taylor Boyd is a registered investment advisor at The Baldwin Group Wealth Advisors, LLC, based in Irivine, CA, with 17 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,833 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baldwin Group Wealth Advisors' investment management fees are based on a percentage of your portfolio, typically charged quarterly in advance. The annual fee generally ranges from 0.25% to 1.75%, but can vary based on the region, third-party program selections, and requested services. Clients may also incur transaction charges and fund expenses. Clients participating in advisory programs may be assessed other fees related to their account with the custodian and retained by the custodian and/or remitted to third parties. If the firm utilizes the services of a platform provider or independent manager, clients will also pay those parties' separate fees.
Location
2211 Michelson Drive, 470, Irivine, CA, 92612
Get directionsHistory
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 ActivitiesSells Insurance
Taylor owns rental property and is a board member for Young Life, dedicating minimal time to each. Taylor is also an employee of Baldwin Insurance Group, a registered representative with Equitable Advisors, and a fixed life settlements broker with Ashar Group, spending a significant amount of time on these investment-related activities, and has a referral arrangement for insurance products through Baldwin Insurance Group.
Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Burnham Gibson Wealth Advisors, INC.
AXA Advisors, LLC
State Registrations3 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.