Donald Taylor
Donald Taylor is a registered investment advisor at Trendz Advisors, based in Knoxville, TN, with 44 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 85 clients with $39M 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 | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Client specific portfolios and corporate accounts are negotiable.
Fee Estimator
Location
5908 Toole Drive Suite A, Knoxville, TN, 37919
Get directionsHistory
Regulatory History (2)
Regulatory
February 2021Regulatory
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
Trendz Advisors
TrustfirstBroker
Previous Registrations
Trustfirst INC.
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.
Exams
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