Taylor Strategic Wealth Management offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other businesses. As a fiduciary, the firm aims to act in the client's best interest by understanding their financial situation, goals, and risk tolerance. Services include comprehensive portfolio management with investments in stocks, bonds, ETFs, and mutual funds. Portfolios are monitored and rebalanced regularly.
Assets Under Management$15M
Clients39
Advisors1
Avg. per Client$380K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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