Taylors Financial, operating as FTC Prosperity Advisors, provides investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. Taylors Financial also offers pension consulting services and financial planning, including retirement, college, and tax planning. They primarily advise on mutual funds, fixed income, equities, and ETFs.
Assets Under Management$23M
Clients64
Advisors1
Avg. per Client$350K
Avg. per Advisor$23M
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% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...