About TAYLOR & ASSOCIATES
TAYLOR & ASSOCIATES is a leading financial advisory firm that has been in business for over 20 years. The firm is known for its expert financial guidance and strategizing, helping clients achieve their financial goals and objectives.
How does the advisor help clients – Key Takeaways:
The team at TAYLOR & ASSOCIATES acts as a financial expert to its clients without explicitly stating it. They offer a range of financial services and cater to different types of clients. The firm’s approach is always professional, and their main focus is on providing personalized financial advice and solutions to their clients.
Some key takeaways include:
- Expert financial guidance and advice from professionals
- Personalized solutions tailored to the client’s specific needs and goals
- A professional and client-focused approach
- A wide range of financial services offered
- Catering to different types of clients
Facts and Insights
As of the latest publicly available data, TAYLOR & ASSOCIATES has approximately $100 million in assets under management. The firm has a team of 10 experienced and qualified advisors who have a combined experience of over 100 years in the financial industry. This gives clients peace of mind knowing that their financial matters are being handled by knowledgeable and experienced professionals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | Over 20 years |
Financial Services Offered
TAYLOR & ASSOCIATES offers a variety of financial services to meet the diverse needs of its clients. Some of the services offered by the company include:
- Financial planning
- Estate planning
- Investment management
- Retirement planning
- Tax planning
Client Types
TAYLOR & ASSOCIATES caters to a wide range of clients, including individuals, families, and small businesses. Their team of advisors has experience working with clients from different backgrounds and with varying financial needs. This diversity allows the firm to provide tailored and personalized solutions to each client.
Fees & Compensation
The fee structure at TAYLOR & ASSOCIATES is transparent and aligns with industry standards. The firm charges a percentage of assets under management as their primary fee, and clients can also opt for hourly or project-based fees, depending on the type of service they require. The firm’s compensation is not solely based on commissions, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
TAYLOR & ASSOCIATES was founded by John Taylor, a seasoned financial advisor with over 30 years of experience. With his expertise and vision, the firm has grown to become a top-rated financial advisory firm, known for its exceptional customer service, expert advice, and personalized solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, TAYLOR & ASSOCIATES upholds a fiduciary duty to act in the best interest of its clients. This means that the firm is legally bound to put the client’s interest above its own. The firm ensures transparency in its fee structures and any potential conflicts of interest are disclosed to clients before any recommendations are made.