Wesley Taylor is a CFP-designated registered investment advisor at Aspire Private Capital, based in Cornelius, NC, with 7 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 711 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire's annual investment advisory fee is negotiable and does not usually exceed 1.90% of the total assets managed. The fee is billed quarterly in advance. Aspire may use sub-advisers, and the fees for those services are paid from Aspire's advisory fee. Clients may terminate the agreement with written notice and receive a prorated refund of any prepaid advisory fee.
Location
19410 Jetton Road, Suite 110, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspire Private Capital
Previous Registrations
Edward JonesBroker
Edward Jones
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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