Taylor Palmer is a registered investment advisor at Argentarii, LLC, based in Cincinnati, OH, with 6 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, High Net Worth, Investment Management, Tax Planning. Their firm serves 112 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Argentarii's fees for managing your investments are negotiable, but will not exceed 1% of the value of your portfolio annually. The exact fee depends on the type of account, your relationship with Argentarii, the size and complexity of your assets, and the investment strategies used. Fees are typically deducted from your account monthly, based on the average daily balance. Investment management services are included in the family office service fees.
Location
3825 Edwards Road, Ste 650, Cincinnati, OH, 45209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Argentarii, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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