Taylor Financial Management offers portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. They create an investment policy statement and construct a plan to select a portfolio that matches each client's specific situation. Taylor Financial Management primarily recommends direct investments in growth equity securities.
Assets Under Management$56M
Clients51
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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