Taylor Financial offers financial planning and investment management services to individuals, families, trusts, estates, and family businesses. They help clients define financial objectives and develop strategies to achieve them, including tax planning, risk exposure review, investment management, education funding, retirement planning, and estate planning. Taylor Financial is compensated solely by client fees and does not receive commissions.
Assets Under Management$50M
Clients49
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
All 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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