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Taylor Tucker
10 Years of Experience
Austin, TX
1 Disclosure
Taylor Tucker is a registered investment advisor at 57 West Capital Advisors, INC., based in Austin, TX, with 10 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 89 clients with $47M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
89 clients
Average Client Portfolio
$532K average
Assets Under Management
$47.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11615 Angus Road, Suite 104-K, Austin, TX, 78759
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2018Denied
Employment History
Current Registrations
57 West Capital Advisors, INC.
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Nylife Securities LLCBroker
May 2017 - September 2017 · 4 mos
Nylife Securities LLCBroker
February 2015 - March 2017 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.