Trey Taylor
Trey Taylor is a registered investment advisor at Thrasher & Chambers Wealth Management, LLC, based in Bentonville, AR, with 3 years of industry experience. Trey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 400 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrasher & Chambers Wealth Management charges a fee based on a percentage of the value of your portfolio. The firm generally recommends cost-effective, no-load products. Representatives may also receive commissions on variable products. If Thrasher & Chambers receives commissions because of the purchase of an investment asset, that asset will be excluded from any computation of asset-based management fees. Fees are negotiable and assessed quarterly in advance, deducted from the client's account.
Location
1110 SE 28th Street, Suite 10, Bentonville, AR, 72712
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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 ActivitiesSells Insurance
Trey is a registered representative with Thrasher & Chambers, Inc. since December 2022, dedicating about half of his time to this role. Trey is also licensed to offer insurance products and is a private investor in Smart Eye Technologies Inc., spending minimal time on this investment.
Employment History
Current Registrations
Thrasher & Chambers Wealth Management, LLC
Thrasher & Chambers, INC.Broker
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.