Taylor Turner is a registered investment advisor at Taylor Turner Wealth Management LLC, based in Richmond, VA, with 1 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1 clients with $100K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Richmond, VA
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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 Activities
Taylor is a Senior Manager at CapTech Ventures, Inc., a technology and business consulting firm. This takes nearly a full-time commitment, with 140 hours per month occurring during securities trading.
Employment History
Current Registrations
Taylor Turner Wealth Management LLC
State Registrations1 state
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