Taylor Turner Wealth Management provides investment management on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. They also offer financial planning services, including full financial plans and consultation services on specific topics. Financial plans cover financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Assets Under Management$100K
Clients1
Advisors1
Avg. per Client$100K
Avg. per Advisor$100K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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