Taylor Capital Management offers investment advisory services through a wrap fee program. As a fiduciary, Taylor Capital Management aims to act in the client's best interest by understanding their investment objectives and educating them about the investment process. The firm manages assets for various clients, tailoring strategies to their specific needs and risk tolerance. They use Raymond James & Associates for custody and trade execution. Clients can choose between the Ambassador Platform (minimum $1,000) and ICAP (no minimum), with the Ambassador Platform focused on individual securities and ICAP on mutual funds.
Assets Under Management$140M
Clients227
Advisors1
Avg. per Client$600K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients are charged a 1.00% annual base advisory fee and a 20% performance fee on quarterly gains exceeding 5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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