Taylor West is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Harvest, AL, with 9 years of industry experience. Taylor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 653 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hibernia Wealth Partners charges asset-based fees for investment management services that range from 0% to 3% annually, depending on the complexity of services, the level of assets managed, family relationships, and the overall relationship. Fees are calculated based on the account value at quarter-end and billed quarterly in advance. Advisory fees are directly deducted from your account by your qualified custodian.
Location
Harvest, AL
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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 operates Hibernia Wealth Management as a DBA for their LPL business and as a Registered Investment Advisor Hybrid. Taylor also provides investment advisory services through Hibernia Wealth Partners, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Hibernia Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Edward Jones
Edward JonesBroker
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.
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