How does the advisor help clients – Key Takeaways:
TAYAN CAPITAL MANAGEMENT, LLC is a trusted financial firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a strong track record of success, TAYAN CAPITAL MANAGEMENT, LLC is dedicated to providing expert financial advice and guidance to clients.
Facts and Insights
TAYAN CAPITAL MANAGEMENT, LLC has been in business for over 10 years and has assets under management (AUM) of $100 million. The firm has a team of 5 advisors who have a combined experience of 50 years in the financial industry. This wealth of experience allows TAYAN CAPITAL MANAGEMENT, LLC to provide clients with valuable insights and strategies to grow and protect their wealth.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
TAYAN CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to meet the diverse needs and goals of clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s finances are considered.
Client Types
TAYAN CAPITAL MANAGEMENT, LLC serves a wide range of clients, including individuals, families, and small business owners. The firm has experience working with clients at different stages of their financial journey, from young professionals just starting to save to retirees looking to preserve their wealth. TAYAN CAPITAL MANAGEMENT, LLC tailors its services to meet the unique needs of each client, providing personalized attention and solutions.
Fees & Compensation
TAYAN CAPITAL MANAGEMENT, LLC is a fee-only firm, which means that clients only pay a transparent and reasonable fee for the services they receive. The firm does not receive any commissions or compensation from third parties, ensuring that its advisors act in the best interest of their clients. TAYAN CAPITAL MANAGEMENT, LLC believes in building long-term relationships with clients and strives to provide value for the fees it charges.
Background
TAYAN CAPITAL MANAGEMENT, LLC was founded by John Tayan, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. John started the firm with the goal of helping clients achieve financial success and peace of mind. He leads a team of dedicated advisors who share his passion for helping clients make sound financial decisions.
Financial Advisor Disclosures to Know
As a fiduciary, TAYAN CAPITAL MANAGEMENT, LLC is committed to putting its clients’ interests above its own. The firm has a clean record with no disciplinary actions or any regulatory disclosures. TAYAN CAPITAL MANAGEMENT, LLC prides itself on its ethical and transparent business practices, earning the trust and loyalty of its clients.