How does Taylor Investment Advisory help clients? – Key Takeaways:
Taylor Investment Advisory offers a range of financial services to help clients achieve their financial goals and secure their financial future. With their team of experienced advisors and personalized approach, they are dedicated to helping clients make the most informed financial decisions. Let’s take a closer look at some key takeaways from working with Taylor Investment Advisory:
- Expert financial advice from experienced professionals.
- A customized and personalized approach to meet each client’s unique needs and goals.
- A wide range of financial services to help clients achieve their financial objectives.
Facts and Insights
Taylor Investment Advisory has been providing financial expertise to clients for 20 years, and has 50 advisors on their team. With over $2 billion in assets under management, they have a proven track record of helping clients secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 20 years |
Financial Services Offered
Taylor Investment Advisory offers a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance planning
Client Types
Taylor Investment Advisory works with a diverse range of clients, including:
- Individual investors
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
- Young professionals
Fees & Compensation
The fees charged by Taylor Investment Advisory are based on a percentage of assets under management, which means their advisors’ interests are aligned with their clients’ goals. They do not receive any commissions for selling financial products, ensuring their recommendations are solely based on their clients’ best interests.
Background
Taylor Investment Advisory was founded by John Taylor in 2000 with the goal of providing expert financial advice to individuals and businesses. With a team of experienced advisors and a personalized approach, Taylor Investment Advisory has grown to become a trusted financial partner to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Taylor Investment Advisory is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They also provide their clients with full transparency, including any potential conflicts of interest or fees associated with their recommendations.