TK
CFP
TK
CFP

Taylor J Kovar

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
110 clients
Average Client Portfolio
$218K average
Assets Under Management
$24.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K2.00%
$1.0M - $2.5M1.75%
$2.5M - $5.0M1.50%
$5.0M - $7.5M1.25%
$7.5M - $10.0M1.00%
$10.0M - $25.0M0.75%
$25M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

504 S First St., Lufkin, TX, 75901

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Taylor is involved in several non-investment related business activities, including real estate development, business consulting, digital marketing, outdoors apparel, frozen treats, a coffee shop, and family asset holdings. Taylor spends minimal time on each of these ventures.

Employment History
Current Registrations
11 Financial
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Envoy Advisory INC.
June 2022 - April 2024 · 1 yr 10 mos
11 Financial
February 2015 - December 2024 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - April 2014 · 1 yr 5 mos
State Registrations5 states
ALFLLATXVA
Advisor
Exams
No exam information available for this advisor.
Taylor J Kovar - Financial Advisor | TrueAdvisor