Taylor Wealth Management provides personalized investment management and comprehensive wealth management services to individuals and families. Founded in 2005 and based in Torrance, California, Taylor Wealth Management builds investment portfolios using a disciplined approach grounded in Nobel Prize-winning academic research, focusing on asset allocation, diversification, cost control, and tax minimization. For wealth management clients, Taylor Wealth Management integrates investment strategies with comprehensive financial planning covering cash flow, retirement planning, education funding, tax planning, risk management, insurance, and estate planning. Clients can hire Taylor Wealth Management for investment management alone or for full wealth management services. Additionally, through an affiliated firm, Taylor Tax Services, clients have access to separate accounting and tax preparation services. Taylor Wealth Management emphasizes long-term investing and tailors portfolios to each client's specific risk tolerance, time horizon, and goals.
Fee Structure
Taylor Wealth Management charges an annual fee for investment management services that ranges from $3,000 to $40,000, depending primarily on the amount of assets being managed. This fee is prorated and billed quarterly in advance. There is a minimum annual fee of $3,000 for investment and wealth management services.
