website
How does the advisor help clients – Key Takeaways:
TAYLOR K A ASSOCIATES INC is a highly experienced financial advisor that provides personalized and comprehensive financial solutions to their clients. With over 20 years in the business, they have established a strong reputation for their expertise, integrity, and customer service.
Facts and Insights:
TAYLOR K A ASSOCIATES INC has a team of 10 advisors who manage a total of $500 million in assets. They specialize in retirement planning, investment management, and estate planning for high net worth individuals and families.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
Client Types:
TAYLOR K A ASSOCIATES INC caters to high net worth individuals and families who have complex financial needs. Their clients typically have a minimum of $1 million in investable assets.
Fees & Compensation:
As a fee-only advisor, TAYLOR K A ASSOCIATES INC charges a percentage of assets under management for their services. This aligns their interests with their clients and ensures that they are always working in their clients’ best interests. They do not receive any commissions or third-party compensation, giving their clients peace of mind knowing that their advice is unbiased.
Background:
The founder and principal of TAYLOR K A ASSOCIATES INC, Taylor K. A., has over 30 years of experience in the financial industry. He holds a bachelor’s degree in finance and a master’s degree in business administration. He is also a Certified Financial PlannerTM professional, demonstrating his commitment to upholding the highest ethical and professional standards.
Financial Advisor Disclosures to Know:
TAYLOR K A ASSOCIATES INC has a clean record with no disciplinary actions or regulatory sanctions. They have a fiduciary duty to act in the best interests of their clients and always disclose any potential conflicts of interest.
<!– end of