Marie Taylor is a registered investment advisor at Etesian Wealth Advisors, INC., based in West Linn, OR, with 45 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 388 clients with $430M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may vary based on factors like assets under management, scope of services, and complexity of the client's financial situation.
Fee Estimator
Location
1969 Willamette Falls Drive, #200, West Linn, OR, 97068
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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.
Learn about disclosures →Employment History
Current Registrations
Etesian Wealth Advisors, INC.
Previous Registrations
Moss Adams Wealth Advisors LLC
Moss Adams Securities & Insurance LLCBroker
Aig Financial Advisors, INC.Broker
Sentra Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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