Taylor Financial Group, based in Roanoke, Virginia, provides personalized investment advice. They offer portfolio management through a wrap fee program and financial planning services. Financial planning includes investment consulting and tax planning, tailored to each client's situation. Clients have access to advisors for investment and financial questions. The firm primarily advises on mutual funds, ETFs, stocks, and bonds.
Fee Structure
Taylor Financial Group offers investment management through a wrap fee program where a single fee covers management and transaction costs. The overall cost may be higher or lower than purchasing securities separately. They also use Capital Bank & Trust/American Funds Service Company for some Simple IRA plans, accessing a family of mutual funds. Variable annuity products are also utilized, with advisory fees charged on fee-based products, and no commissions earned by Taylor Financial Group.