Taylor Finch is a CFA-designated registered investment advisor at Finch Capital Management LLC, based in Austin, TX, with 4 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $59M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Asset management fees are negotiable.
Fee Estimator
Location
7903 Richard King Trail, Austin, TX, 78749
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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
Taylor works as a consultant for an RIA, assisting with analyst work, dedicating about 10-20% of their time. Taylor also works as a consultant and adjunct lecturer, educating students on investments, dedicating minimal time to this role.
Employment History
Current Registrations
Finch Capital Management LLC
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.