Taylor & Taylor Financial Services provides retirement planning, investment advice, and comprehensive financial planning to individuals, families, corporations, and trusts. Founded in 1997 and led by Certified Financial Planner Britton M. Taylor, the firm focuses heavily on helping pre-retirees and retirees plan for their futures. Taylor & Taylor Financial Services helps clients set and achieve long-term financial goals by analyzing past investments, reviewing asset allocation, managing risk, and integrating tax, retirement, and estate planning strategies. The firm offers advice on a wide variety of investment products, including mutual funds, exchange-traded funds, stocks, bonds, and certificates of deposit. Operating as a practice that does not earn commissions on financial products, Taylor & Taylor Financial Services charges fees based on an hourly rate or as a percentage of the value of your portfolio.
Fee Structure
Taylor & Taylor Financial Services charges fees for investment management based on a percentage of your portfolio. The exact percentage rates are not specified in the regulatory filing.