Taylor Vogan is a registered investment advisor at Premiere Wealth Advisors, LLC, based in Mesa, AZ. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 350 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premiere Wealth Advisors uses third-party sub-advisers for portfolio management. Premiere Wealth charges a maximum of 1.0% annually, billed monthly, in addition to the sub-adviser's fees, which could range from 0.5% to 1.5%. The total fee charged to clients will not exceed 2.5%. This fee is negotiable.
Location
2929 N Power Rd, #101, Mesa, AZ, 85215
Get directionsHistory
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 →Employment History
Current Registrations
Premiere Wealth Advisors, LLC
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.