Taylor Armstrong
Taylor Armstrong is a registered investment advisor at Secure Asset Management, L.L.C., based in Portland, OR, with 6 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
Firm Size
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Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
650 NE Holliday Drive, Suite 1600, Portland, OR, 97232
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Regulatory History (1)
Customer Dispute
September 2025Other Business Activities
Taylor works full-time as an analyst for Real Estate Transition Solutions, focusing on financial analysis, research, and investment recommendations. Taylor also works as a Registered Assistant for Investment Advisory related activities at Secure Asset Management, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Aurora Securities
Aurora SecuritiesBroker
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations21 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.