Taylor & Associates offers financial planning services on a modular basis, including retirement and estate planning. They also provide asset allocation and portfolio monitoring services, emphasizing personal client contact. The firm's investment strategy focuses on a buy-and-hold approach, reviewing and rebalancing portfolios as needed.
Assets Under Management$18M
Clients14
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable on amounts in excess of $5 Million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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