Taylor Shockey is a registered investment advisor at Strategic International, based in Bentleyville, OH, with 11 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $210K 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 | 1.00% |
Fees for accounts managed through Strategic International’s automated advisory service are not negotiable.
Fee Estimator
Location
Bentleyville, OH
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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
Strategic International
Previous Registrations
Strategic International
Strategic International
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Financial America Securities, INC.Broker
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.