TayMor Capital provides ongoing investment advice on a discretionary basis. TayMor Capital's investment approach is grounded in fundamental investment analysis and research. While individual client portfolios are structured according to investment objectives, risk tolerance and restrictions specified by each client, TayMor Capital generally pursues a growth strategy with an emphasis on domestic equity securities that offer growth potential at a reasonable price. Client assets may also be invested in income generating securities or debt instruments.
Assets Under Management$31M
Clients12
AdvisorsN/A
Avg. per Client$2.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
TayMor Capital offers two fee structures:
- Fixed Management Fee: You may pay an annual management fee ranging from 0.5% to 3% of the value of your portfolio. This fee is calculated quarterly.
- Management and Performance Fee: You may pay a management fee ranging from 0% to 3% of the value of your portfolio quarterly, plus a quarterly performance fee of 20%-30% of the net capital appreciation. This option is only available to accredited investors.
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