Taylor Pankratz is a CFP-designated registered investment advisor at Uptick Partners, LLC, based in Nacogdoches, TX, with 10 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 1,139 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% based on a blended tier fee schedule. Fees are negotiable and may vary by client.
Fee Estimator
Location
777 East Austin, Nacogdoches, TX, 75965
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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.
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Taylor owns Holistic Tax Solutions, LLC, an accounting firm, dedicating minimal time to tax advice and preparation. Taylor also owns Uptick Partners DBA, owned by Holistic Planning LLC, and spends minimal time on recruiting and transition consulting; and co-authored a book, The Bridge Builder Path To Independence.
Employment History
Current Registrations
Uptick Partners, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 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
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