Taylor Lee
Taylor Lee is a CFP-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, with 9 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
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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 ActivitiesSells Insurance
Taylor works as an insurance agent marketing insurance and annuity investments through Belmont Capital Advisors since May 2023. This takes a few hours per week, during which Taylor analyzes clients' financial objectives and risk.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Integrated Advisors Network LLC
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Preferred Capital Securities, LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations1 state
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.