Donald Taylor
Donald Taylor is a registered investment advisor at Trustfirst INC., based in Knoxville, TN, with 43 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 107 clients with $76M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Bond/Fixed Income pricing is negotiated.
Fee Estimator
Location
5908 Toole Drive, Suite A, Knoxville, TN, 37919
Get directionsHistory
Regulatory History (1)
Regulatory
October 2013Other Business ActivitiesSells Insurance
Donald owns Trendz Advisors, Inc., an investment advisory firm, and manages several real estate LLCs. He also works as an insurance agent, selling various insurance products for about a quarter of his time.
Employment History
Current Registrations
Trustfirst INC.
Trendz Advisors
TrustfirstBroker
Previous Registrations
Greensview Wealth Management
Trustfirst INC.
Trustfirst INC.
Painewebber IncorporatedBroker
First Funds, INC.Broker
New England Securities CorporationBroker
Nel Equity Services CorporationBroker
State Registrations9 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.