Mollie Taylor
Mollie Taylor is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Metairie, LA, with 14 years of industry experience. Mollie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
3421 N Causeway Blvd, Suite 800, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2018Other Business ActivitiesSells Insurance
Mollie is a licensed insurance agent selling life and/or accident/health insurance through Beacon Pointe Insurance Services, LLC since October 2020. This activity requires a few hours per week.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Capital One Investing, LLCBroker
Capital One Advisors, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Sterne Agee Investment Advisors, INC.
Sterne, Agee & Leach, INC.Broker
State Registrations2 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.
Exams
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