Maurice Taylor is a registered investment advisor at Deep Roots Capital, based in Harrison, AR, with 16 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 111 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Deep Roots Capital charges a percentage of the amount you invest. The annual fee is negotiable and depends on the portfolio strategy you choose:
- Market Portfolio Strategy: 0.30% - 2.00%
- All Seasons Model Portfolio Strategy: 0.50% - 2.00%
- Fundamental Values Model Portfolio Strategy: 1.00% - 2.00%
Location
914 Highway 62 65 North, Harrison, AR, 72601
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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
Deep Roots Capital
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.