Taylor & Williams is a registered investment advisor offering financial solutions that emphasize fiscal responsibility and planning. They provide portfolio management, focusing on mutual funds and ETFs, and financial planning, which includes evaluating investment and financial options based on client goals. Financial planning covers areas like personal finances, education, taxes, estate, retirement, investments, real estate, and insurance. They develop financial plans in three stages: evaluation, formulation, and integration.
Assets Under Management$73M
Clients187
Advisors1
Avg. per Client$390K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable within each tier on a client-by-client basis depending on the size and complexity of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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