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Austin Taylor

1 Year of Experience
Fulton, MO
Broker

Austin Taylor is a registered investment advisor at Smith Moore & CO., based in Fulton, MO, with 1 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,142 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
4,142 clients
Average Client Portfolio
$573K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual fees generally range between 0.5% and 3.0% of managed assets and are negotiable based on account size, investment types, portfolio complexity, and related family accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

534 Court Street, Fulton, MO, 65251

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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
Smith Moore & CO.
August 2024 - Present · 2 yrs 2 mos
Smith, Moore & CO.Broker
June 2024 - Present · 2 yrs 4 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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.
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