Elizabeth Taylor is a CFP-designated registered investment advisor at Ella Financial Advising, based in Oakland, CA, with 10 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 44 clients with $110M 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 - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.45% |
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis once the market value of the assets under management surpasses the annual minimum fee amount.
Fee Estimator
Location
5237 College Avenue, Oakland, CA, 94618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Elizabeth is the Vice President of ASG Investments, a privately held family office, since February 2021. Elizabeth spends about 10-20% of her time on research, investment analysis, and non-investment related functions.
Employment History
Current Registrations
Ella Financial Advising
Previous Registrations
Robasciotti & Philipson
Curtis Financial Planning
Brighton Jones LLC
State Registrations1 state
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