Wilson Taliaferro is a registered investment advisor at Bush River Trust, LLC, based in Hunt Valley, MD, with 12 years of industry experience. Wilson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 73 clients with $23M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are nonnegotiable.
Fee Estimator
Location
201 International Circle, Suite 230, Hunt Valley, MD, 21030
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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
Wilson is a board member of Gunpowder Riverkeeper, Inc., an environmental non-profit, since 2019. He dedicates a few hours per week to this role, providing organizational leadership and advice.
Employment History
Current Registrations
Bush River Trust, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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