TC
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Taylor Conrad

3 Years of Experience
New York, NY

Taylor Conrad is a registered investment advisor at Argus Investors' Counsel, INC., based in New York, NY, with 3 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 303 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
303 clients
Average Client Portfolio
$453K average
Assets Under Management
$137.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Argus Investors’ Counsel charges an annual fee based on the total value of your investments. The fee is calculated at the end of each quarter or month, depending on your preference, and billed in arrears. The fees are:

  • Up to $3 million: 0.75% - 1.00%
  • On the first $10 million: 0.50% - 0.750%
  • On the next $20 million: 0.40% - 0.625%
  • On the next $20 million: 0.30% - 0.500%
  • Over $50 million: 0.20% - 0.250%

Fees may be negotiable depending on factors such as the type and size of the account and the range of services provided.

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Location

61 Broadway, Suite 1910, New York, NY, 10006-2761

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Argus Investors' Counsel, INC.
May 2022 - Present · 4 yrs
State Registrations2 states
CTVA
Advisor

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
No exam information available for this advisor.