Taylor Goddard Investments manages investment portfolios and provides investment advisory services for individuals, families, pension and profit-sharing plans, trusts, estates, and corporations. Taylor Goddard Investments determines a set of financial goals with each client based on their cash requirements, timeline, and objectives, leading to a tailored portfolio target for stocks, fixed income, and money market funds. Taylor Goddard Investments uses fundamental analysis to select stocks and technical analysis to time investments, while also utilizing exchange-traded funds, mutual funds, corporate bonds, and certificates of deposit. Taylor Goddard Investments monitors accounts at least monthly and rebalances portfolios as needed to stay aligned with client goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.86% |
| $500K+ | 0.57% |
Fees are billed monthly in arrears based on the month-end account value. Monthly rates are 0.07167% for the first $500,000 and 0.03584% for amounts above $500,000, which annualize to approximately 0.86% and 0.574% respectively.