Taylor Fertitta
Taylor Fertitta is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Beaumont, TX, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
7675 Folsom Dr, Beaumont, TX, 77706
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Regulatory History (1)
Criminal
April 2013Other Business Activities
Taylor co-owns rental property with family members, dedicating minimal time to it. Taylor is also in the process of creating an LLC for their rental home, spending minimal time on this activity as well.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations39 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.