Taylor Frigon Family Office provides investment advice tailored to each client's needs. They recommend allocating assets among stocks and mutual funds, and monitor performance. The firm works with Taylor Frigon Capital Management, LLC. They may recommend investing in affiliated mutual and private funds, which presents a conflict of interest. The firm also offers financial planning, legal, and accounting services through affiliated members.
Assets Under Management$7.4M
ClientsN/A
Advisors8
Avg. per ClientN/A
Avg. per Advisor$920K
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The Registrant, in its sole discretion, may charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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