Maxwell Taylor is a CFP-designated registered investment advisor at Advisory Services Network, based in Birmingham, AL, with 4 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
800 Shades Creek Pkwy, Suite 310, Birmingham, AL, 35209
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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 →Other Business Activities
Maxwell is a CPA providing tax preparation and accounting services since 2012, dedicating a few hours per week. He is also a member of Trail Scout, LLC, a mobile/web application company, spending a few hours per week on general management and bookkeeping.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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