Facts and Insights
TAYLOR & MORGAN ASSET MANAGEMENT, LLC is a leading financial advisory firm with years of experience in the industry. With a team of highly skilled and knowledgeable financial experts, the firm provides top-notch financial services to clients of all backgrounds.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 billion | 50 | 10 years |
The firm boasts an impressive track record of managing over $20 billion in assets, with a team of 50 advisors who have an average of 10 years of experience in the industry.
Financial Services Offered
TAYLOR & MORGAN ASSET MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Wealth planning
- Tax planning
- Estate planning
- Retirement planning
Client Types
The firm caters to a diverse clientele, including high net worth individuals, families, and small business owners. They understand that every client has unique financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
TAYLOR & MORGAN ASSET MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive any commissions for selling products or making transactions. This ensures that their advice is unbiased and in the best interest of their clients. They charge a percentage of the assets they manage, usually around 1%, but this may vary depending on the complexity of the client’s financial situation.
Background
TAYLOR & MORGAN ASSET MANAGEMENT, LLC was founded by John Taylor and Sarah Morgan, two experienced financial advisors who shared a passion for helping clients achieve financial success. Their team is made up of highly qualified and experienced professionals, including Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs).
Financial Advisor Disclosures to Know
TAYLOR & MORGAN ASSET MANAGEMENT, LLC values transparency and always ensures that their clients are fully informed about any potential conflicts of interest. They disclose any financial arrangements or affiliations that may impact their recommendations, ensuring that their clients can trust the advice they receive.