Taylor Funke
Taylor Funke is a registered investment advisor at 49 Financial, based in Charlotte, NC, with 2 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,989 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
49 Wealth Management charges a maximum of 1.65% of your portfolio's value annually for investment management. This fee is negotiable and may vary based on the size of your account, the complexity of your portfolio, and the level of activity in the account. The fee is paid quarterly in advance.
Location
1213 W Morehead St, Suite 508, Charlotte, NC, 28208
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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
Taylor is an assistant lacrosse coach at Episcopal School of Jacksonville, dedicating about a quarter of their time to this role. Taylor is also an insurance agent with Financial Independence Group, spending a few hours per week completing due diligence on insurance carriers and products.
Employment History
Current Registrations
49 Financial
Previous Registrations
Oakwood Capital Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
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.