Caidyn Taylor is a registered investment advisor at Copia Wealth Management Advisors, INC., based in San Diego, CA. Caidyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is CWMA's fee only and does not include the sub-advisor's fee. Combined fees can be up to 1.75% depending on the sub-advisor. Fees may be negotiable.
Fee Estimator
Location
2333 Camino Del Rio South,, Suite 240, San Diego, CA, 92108
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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
Copia Wealth Management Advisors, INC.
State Registrations5 states
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