K.A. Taylor & Associates, Inc. provides financial planning and investment management services. Kathryn A. Taylor, the sole owner, specializes in comprehensive financial planning, which includes reviewing a client's goals, cash flow, insurance, taxes, investments, and retirement and estate planning. New clients receive a tailored plan presented over four meetings. Existing clients receive an annual review with recommendations.
Fee Structure
K.A. Taylor & Associates manages client assets and uses brokerage firms to hold client assets. They recommend no-load mutual funds. The brokerage firms charge transaction fees on trades. The mutual fund companies charge fees to manage the portfolio, as well as administrative costs, to run the company. This directly reduces the market value of the Client’s investments.