HoganTaylor Wealth offers customized wealth management services, which combine comprehensive financial planning with discretionary and non-discretionary investment management. HoganTaylor Wealth works closely with clients to understand their financial goals, risk tolerance, and personal situation to build diversified portfolios primarily using mutual funds, exchange-traded funds, and occasionally individual stocks, bonds, or options. The firm also offers standalone financial planning services covering retirement, education savings, and personal savings, as well as advisory services for retirement plans. HoganTaylor Wealth acts as a legal fiduciary, meaning the firm is required to put clients' best interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Accounts between $15M and $25M are charged a flat 0.50% fee. Amounts over $25M are negotiable.
