Taylor Frigon Capital Management provides investment advisory services, managing client portfolios based on their individual needs and goals. They primarily invest in individual stocks, bonds, real estate investment trusts, business development companies, and investment funds. They may also offer limited consulting services on financial planning matters. Taylor Frigon also manages affiliated mutual and private funds, which they may recommend to clients.
Assets Under Management$300M
Clients154
Advisors7
Avg. per Client$1.9M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment advisory fee is negotiable at Taylor Frigon's discretion, depending upon objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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