Taylor Perez
Taylor Perez is a registered investment advisor at Blakeslee & Blakeslee Financial Advisers INC., based in San Luis Obispo, CA, with 1 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 727 clients with $310M 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 - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees are negotiable for amounts over $2,000,000. Fees may be reduced by 0.05% for non-wrap accounts.
Fee Estimator
Location
1101 Marsh St., San Luis Obispo, CA, 93401
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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 is registered as an Investment Advisor Representative for Blakeslee & Blakeslee Financial Advisors, offering clients advice or products. This activity does not interfere with his duties at Blakeslee & Blakeslee.
Employment History
Current Registrations
Blakeslee & Blakeslee Financial Advisers INC.
Blakeslee and Blakeslee INC.Broker
State Registrations2 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.