Alex Taylor is a CFP-designated registered investment advisor at Corient, based in Dallas, TX, with 13 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
5950 Sherry Lane, Suite 600, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alex is an associate/employee at Messick Peacock & Associates, where he works as a financial advisor, dedicating about half of his time. He also established MPA Wealth, LLC for future financial planning and consultation, spending about 10-20% of his time on this endeavor.
Employment History
Current Registrations
Corient
Previous Registrations
Mpa Wealth, LLC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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