Taylor Conrad is a registered investment advisor at Argus Investors' Counsel, INC., based in New York, NY, 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 303 clients with $140M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.63% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Fees are negotiable and vary based on factors such as account type and size. The schedule lists the maximum rates for each tier; actual rates may be lower (starting at 0.75% for accounts under $3M, 0.50% for the first $10M, 0.40% for the next $20M, 0.30% for the following $20M, and 0.20% for assets over $50M).
Fee Estimator
Location
61 Broadway, Suite 1910, New York, NY, 10006-2761
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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 →Employment History
Current Registrations
Argus Investors' Counsel, INC.
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.
Exams
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