Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L
Fee-Only (% of Portfolio)Fixed/Hourly
Taylor & Morgan Wealth Management offers investment management services based on individual client goals and risk tolerance. They create investment policy statements and manage portfolios. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. TM Advisors also provides mergers and acquisitions advisory services to business owners and corporate clients.
Assets Under Management$330M
Clients430
Advisors7
Avg. per Client$760K
Avg. per Advisor$47M
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
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Estimated Annual Fee
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