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Tayler Fenton

1 Year of Experience
Baton Rouge, LA

Tayler Fenton is a registered investment advisor at Fortune 45, LLC., based in Baton Rouge, LA, with 1 years of industry experience. Tayler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 602 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
602 clients
Average Client Portfolio
$313K average
Assets Under Management
$188.7M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

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

Baton Rouge, LA

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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
Fortune 45, LLC.
December 2024 - Present · 1 yr 5 mos
State Registrations1 state
LA
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.