Taylor Financial Management offers investment advisory services to individuals, corporations, and trusts. They create and manage investment portfolios based on each client's goals, risk tolerance, and time horizon. Client assets are managed on either a discretionary or non-discretionary basis. Portfolios may include stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$39M
Clients14
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Lower fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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