Taylor Bryant
Taylor Bryant is a registered investment advisor at Charlotte Wealth Management, LLC, based in Charlotte, NC, with 15 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 247 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Charlotte Wealth Management charges an annual advisory fee for investment management services, ranging from 0.25% to 1.50% of the value of your account, including cash holdings. This fee also covers financial planning and consulting services. The specific fee is negotiable and agreed upon in the Investment Management Agreement. Fees are billed quarterly in advance and deducted from your managed account. Clients in the CWM Wrap Program pay one fee that covers investment management and transaction fees.
Location
3530 Toringdon Way, Suite 108, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taylor provides administrative support to Charlotte Wealth Management, LLC and Charlotte Wealth Advisors, both independent investment advisor firms. Taylor dedicates about half their time to each role.
Employment History
Current Registrations
Charlotte Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
State Registrations5 states
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