Taylor Foster
Taylor Foster is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wayzata, MN, with 8 years of industry experience. Taylor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
125 Lake Street West, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (2)
Financial
May 2024Judgment / Lien
June 2020Other Business ActivitiesSells Insurance
Taylor has an insurance company-broker contract with other life insurance carriers since 2015, dedicating minimal time. This activity is investment-related.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations4 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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