Norman Taylor
Norman Taylor is a registered investment advisor at Api Financial Advisors, LLC, based in Rockledge, FL, with 6 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.
Fee Estimator
Location
1950 Rockledge Blvd, Unit 201, Rockledge, FL, 32955
Get directionsHistory
Regulatory History (2)
Regulatory
January 2020Criminal
January 2006Other Business ActivitiesSells Insurance
Norman is a partner in Media Zone, a media company that assists with business development, dedicating minimal time. He is also licensed to sell insurance, spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Api Financial Advisors, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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.
Exams
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