Taylor Holloway is a registered investment advisor at Ridgeline Wealth Advisors, LLC., based in Raleigh, NC, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 176 clients with $140M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets under management. The Ridgeline Wealth Advisors advisory fee is currently equal to and will not exceed 10 basis points (.10%) of the assets in the Flourish Cash Account.
Fee Estimator
Location
7500 Six Forks Rd, Suite 100, Raleigh, NC, 27615
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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 →Employment History
Current Registrations
Ridgeline Wealth Advisors, LLC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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