Taylor Bauerband
Taylor Bauerband is a registered investment advisor at Sb Advisory, LLC, based in Toms River, NJ, with 2 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,574 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. For Advisor Choice Program/AssetMark Programs/Brinker Capital, clients will be charged the money manager's fee schedule plus an additional negotiable fee of up to 1.25% to SB Advisory. Total fees do not exceed 2.50% of assets under management. For Flexible Plan Investments, the total advisory fee will not exceed 1.5% annually.
Fee Estimator
Location
1184 Fischer Blvd, Suite 1-D, Toms River, NJ, 08753
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Taylor is an intern at G. Douglas Financial Group, a senior operations manager at Middletown European Wax Center LLC (full-time), and owns a craft business. Taylor also passed the NJ Life, Accident, and Health Insurance Producer exams and sells fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Sb Advisory, LLC
San Blas Securities LLC
San Blas Securities LLCBroker
G. Douglas Wealth Management
Previous Registrations
Gradient Securities, LLCBroker
State Registrations12 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.