Linda Taylor is a registered investment advisor at Carlisle Financial Group, LLC, based in Carlisle, MA, with 14 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $6.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Maximum annual fee is $25,000. Clients with less than $100,000 pay more than 1% annually due to the $250/quarter minimum fee.
Fee Estimator
Location
Carlisle, MA
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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
Carlisle Financial Group, LLC
Previous Registrations
Powerhouse Assets LLC
State Registrations1 state
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