Taylor Investment Advisory provides ongoing portfolio management based on a client's individual needs and risk tolerance. The firm also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, Taylor Investment Advisory provides investment advice not involving ongoing supervision. Client portfolios are tailored to their individual situations.
Assets Under Management$4.5M
Clients6
AdvisorsN/A
Avg. per Client$750K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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