Taylor Financial Consulting (TFC), owned by Jill Taylor Gordon, provides advisory and financial planning services to individuals and businesses. TFC utilizes Buckingham Strategic Partners for asset allocation and investor reporting. TFC also provides supervisory services for client-managed accounts, suggesting asset mixes based on risk tolerance. Financial planning services are offered for an hourly charge or fixed fee.
Assets Under Management$810K
Clients4
Advisors1
Avg. per Client$200K
Avg. per Advisor$810K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual advisor fee is 1% of assets. The fee is payable quarterly in advance and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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