Bryan Taylor is a CFP-designated registered investment advisor at Oak Street Advisors, based in Mt. Pleasant, SC, with 8 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 159 clients with $130M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.75% |
| $3.5M - $6.0M | 0.50% |
| $6M+ | 0.25% |
The minimum annual fee for any of our investment advisory services is $5,000. As such, we may negotiate a fee arrangement that differs from our published rates.
Fee Estimator
Contact
Bryan Taylor
Location
884 Allbritton Blvd, Suite 215, Mt. Pleasant, SC, 29464
Get directionsHistory
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 →Employment History
Current Registrations
Oak Street Advisors
State Registrations2 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.
Exams
Additional Information
I've been working in the financial planning and investment management industry for over a decade and have been a CERTIFIED FINANCIAL PLANNER practitioner since 2018.