Taylor Stephens, Inc. offers both discretionary and non-discretionary investment management services to individuals, high net worth individuals, and pension and profit sharing plans. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, estate analysis, and financial planning. TSI also has an agreement with Focus Partners to provide investment supervisory and management services on a non-discretionary basis.
Fee Structure
Taylor Stephens, Inc. (TSI) offers two investment programs. The Advisor Managed Program (AMP) is no longer accepting new clients. The Structured Investing Program clients pay an annual fee for services provided by TSI and Focus Partners, based on a percentage of the value of your investments. The maximum fee charged by TSI is 1.50%.