Tayloe Financial Services is a registered investment advisor based in New Bern, North Carolina, operated by Certified Financial Planner professional Deborah C. Tayloe. The firm provides personalized investment management on a discretionary basis, meaning they make trades on your behalf without needing approval for every single transaction. Tayloe Financial Services focuses on long-term, diversified stock and bond portfolios tailored to individual goals and risk tolerance. In addition to managing investments, the firm offers comprehensive financial planning, specialized Social Security retirement planning, and individual tax preparation services. Client accounts are held securely with an independent brokerage firm, TradePMR, which provides regular statements and online account access.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.5% to 1% depending on account size and complexity. Fees are negotiable in special situations.