tag.
How does the advisor help clients – Key Takeaways:
Natalie Taylor Consulting Services, LLC is a financial consulting firm that helps clients achieve their financial goals through expert advice and guidance. With a professional and client-centered approach, the firm provides a range of financial services to individuals, families, and businesses.
When working with clients, Natalie Taylor Consulting Services takes a holistic approach to financial planning. This means taking into account all aspects of a client’s financial situation, including their goals, risk tolerance, and current financial standing. By providing personalized and comprehensive solutions, the firm helps clients navigate the complexities of the financial world and make informed decisions.
Through its services, Natalie Taylor Consulting Services aims to educate and empower clients to take control of their finances and achieve their financial goals. By developing long-term relationships with clients, the firm ensures that their financial plans adapt and evolve as their needs and goals change over time.
Facts and Insights
Here are some important facts and insights about Natalie Taylor Consulting Services, LLC:
| Assets Under Management | $50 million (as of 2021) |
|---|---|
| Number of Advisors | 2 (as of 2021) |
| Time in Business | 5 years (founded in 2016) |
Financial Services Offered
Natalie Taylor Consulting Services offers a range of financial services to help clients achieve their financial goals:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
Natalie Taylor Consulting Services works with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Retirees
Fees & Compensation
Natalie Taylor Consulting Services charges a fee based on a percentage of the assets under management. This means that the firm’s compensation is tied to the performance of a client’s investments, aligning the firm’s interests with those of its clients. The exact fee percentage may vary based on the size of a client’s portfolio and the complexity of their financial situation.
In addition to the management fee, Natalie Taylor Consulting Services may also charge a one-time fee for financial planning services or receive commissions from insurance providers for recommending certain products. However, the firm is committed to transparency and will always disclose all fees and compensation to clients before any services are provided.
Background
Natalie Taylor is the founder and lead financial advisor at Natalie Taylor Consulting Services, LLC. She has been in the financial industry for over 10 years and holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. She is also a CERTIFIED FINANCIAL PLANNER™ professional, a designation that requires rigorous education, examination, and ongoing ethical standards.
Throughout her career, Natalie has worked with clients from all walks of life and has a passion for helping them achieve their financial dreams. She believes that everyone deserves access to quality financial advice and strives to make a positive impact on her clients’ lives.
Financial Advisor Disclosures to Know
As a registered investment advisor, Natalie Taylor Consulting Services is required to disclose any potential conflicts of interest or material information that clients should be aware of. This includes any financial relationships with third-party providers, potential conflicts that may arise from the firm’s compensation structure, and any disciplinary actions taken against the firm or its employees.
Natalie Taylor Consulting Services is committed to acting in the best interests of its clients and maintains the highest ethical standards. The firm will always provide full and transparent disclosure to clients regarding any potential conflicts or relevant information.