Taylor Kovar is a CFP-designated registered investment advisor at 11 Financial, based in Lufkin, TX, with 12 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 133 clients with $37M 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 $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable. For clients using Betterment, third-party platform fees of up to 0.25% may apply separately.
Fee Estimator
Location
504 S First St., Lufkin, TX, 75901
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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 →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
Previous Registrations
Envoy Advisory INC.
11 Financial
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations6 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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