John Taylor
John Taylor is a CFP-designated registered investment advisor at Tucker Asset Management LLC, based in Sandy, UT, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,960 clients with $600M 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 | 2.00% |
Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.
Fee Estimator
Location
Sandy, UT
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2022Other Business ActivitiesSells Insurance
John is the President & CEO of Heritage Financial Place, Inc. since 1997, where he dedicates full-time hours to insurance sales and services.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
Kalos Management
Financial Network Investment Corporation
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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