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Facts and Insights
Taylor Frigon Capital Management LLC is a financial advisory firm specializing in providing personalized investment management services to individuals, families, and institutions. Established in 1989, the firm has over 30 years of experience in the industry and has a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Taylor Frigon Capital Management LLC offers personalized investment management strategies to meet the unique needs and goals of each client.
- The firm’s team of experienced advisors provide comprehensive financial planning and advice to help clients make informed and educated decisions regarding their finances.
- Client satisfaction is a top priority for Taylor Frigon Capital Management LLC, and the firm strives to develop long-lasting relationships with clients built on trust and transparency.
Assets Under Management, Number of Advisors, and Time in Business:
Taylor Frigon Capital Management LLC has over $235 million in assets under management and a team of six advisors. The firm has been in business for over 30 years, providing consistent and reliable financial guidance to clients.
| Firm Overview | |
|---|---|
| Company: | Taylor Frigon Capital Management LLC |
| Founded: | 1989 |
| Number of Advisors: | 6 |
| Total Assets Under Management: | $235 million |
Financial Services Offered:
Taylor Frigon Capital Management LLC offers a comprehensive range of financial services to their clients, including:
- Personalized investment management strategies
- Comprehensive financial planning
- Estate planning
- Tax planning
- Retirement planning
- Insurance solutions
- Educational seminars and resources
Client Types:
Taylor Frigon Capital Management LLC serves a diverse range of clients, including:
- Individuals
- Families
- High net worth individuals
- Institutions
Fees & Compensation:
Taylor Frigon Capital Management LLC charges a fee based on a percentage of assets under management. The firm’s fees are negotiable and determined based on the individual needs and goals of each client.
Background:
Taylor Frigon Capital Management LLC was founded in 1989 by noted financial advisor and author Taylor Frigon. With over 40 years of experience in the financial industry, Mr. Frigon has dedicated his career to helping clients make sound investment decisions and achieve their financial goals. Over the years, the firm has developed a proven investment philosophy and strategy that has resulted in significant long-term returns for clients.
Financial Advisor Disclosures to Know:
In accordance with regulatory requirements, Taylor Frigon Capital Management LLC has a clean disciplinary history and no reported disclosure events. The firm prioritizes transparency and compliance to ensure the best interests of their clients are always upheld.
In conclusion, Taylor Frigon Capital Management LLC is a trusted and experienced financial advisory firm that is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a team of highly qualified advisors and over 30 years of experience, the firm has a solid track record of success and a commitment to providing exceptional service to their diverse range of clients.