How does the advisor help clients – Key Takeaways:
- Provides expert financial management services
- Offers a wide range of financial services
- Serves a diverse set of clients
- Transparent fee and compensation structure
Facts and Insights
TAYLOR FINANCIAL MANAGEMENT INC is a reputable and trusted financial management firm that has been in business for over 20 years. With a team of experienced and knowledgeable advisors, they provide top-notch financial services to their clients, helping them achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $2 billion | 15 | 20+ years |
Financial Services Offered
TAYLOR FINANCIAL MANAGEMENT INC offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The team at TAYLOR FINANCIAL MANAGEMENT INC work with individuals, families, and businesses of all sizes. They understand that each client has unique financial goals and needs, and they tailor their services to fit those specific needs. Their diverse client base showcases their ability to serve clients from all walks of life.
Fees & Compensation
Transparency is a core value at TAYLOR FINANCIAL MANAGEMENT INC, which is why they have a clear and straightforward fee and compensation structure. They are a fee-only firm, meaning they do not receive commissions or sell products, allowing them to provide unbiased financial advice to their clients. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
TAYLOR FINANCIAL MANAGEMENT INC was founded in 2000 by John Taylor, a highly experienced and knowledgeable financial advisor. The firm has since grown to have 15 advisors and manage over $2 billion in assets. Their success and reputation are a testament to their dedication to providing personalized and professional financial services to their clients.
Financial Advisor Disclosures to Know
TAYLOR FINANCIAL MANAGEMENT INC is a registered investment advisory firm, which means they are legally bound to act in their clients’ best interests. As such, they have a fiduciary duty to always act in good faith and with utmost care in managing their clients’ assets. Additionally, the firm has a clean record with no regulatory or disciplinary actions against any of their advisors, demonstrating their commitment to ethical and transparent business practices.