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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 717 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uptick Partners offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 1.50%, based on a tiered schedule. The fee is calculated monthly, in arrears, based on the average daily balance of your investments. Fees are negotiable. Some clients may be enrolled in Altruist One, and the program fee of 0.12% per year of eligible household assets will be passed through to you. The total of Uptick's fee and the Altruist One fee will not exceed 2.00% per year.
Location
777 East Austin, Nacogdoches, TX, 75965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.