How does the advisor help clients – Key Takeaways:
- TAYLOR & MORGAN ASSET MANAGEMENT, LLC is a trusted financial management firm with a team of experienced and knowledgeable advisors.
- The advisors at TAYLOR & MORGAN ASSET MANAGEMENT, LLC work closely with clients to understand their financial goals and provide personalized strategies to help them achieve success.
- With a thorough understanding of the market and industry trends, the advisors at TAYLOR & MORGAN ASSET MANAGEMENT, LLC help clients make informed financial decisions.
- Offering a wide range of financial services and catering to various client types, TAYLOR & MORGAN ASSET MANAGEMENT, LLC is committed to helping clients reach their financial goals.
Facts and Insights:
TAYLOR & MORGAN ASSET MANAGEMENT, LLC has been in the financial management industry for over 15 years, providing quality services to clients across the country.
The firm currently has over $2 billion in assets under management and a team of 25 experienced advisors who are dedicated to helping clients achieve financial success.
The advisors at TAYLOR & MORGAN ASSET MANAGEMENT, LLC have an average of 10 years of experience in the financial industry, providing clients with a wealth of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 15 years |
Financial Services Offered:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types:
- Individuals and families
- Small business owners
- Retirees
- High net-worth individuals
- Corporate executives
Fees & Compensation:
TAYLOR & MORGAN ASSET MANAGEMENT, LLC operates on a fee-only model, meaning they are compensated solely by client fees and do not receive any commissions from product sales.
Fees are based on a percentage of assets under management, which aligns the firm’s interests with those of its clients.
Background:
TAYLOR & MORGAN ASSET MANAGEMENT, LLC was founded by financial experts John Taylor and Sarah Morgan, who saw a need for unbiased and personalized financial advice for individuals and families.
The firm has since grown to become a leading financial management firm with a strong reputation for providing top-notch services to clients.
Financial Advisor Disclosures to Know:
TAYLOR & MORGAN ASSET MANAGEMENT, LLC prides itself on its transparency and ethical practices. As such, it is important for clients to be aware of the following disclosures:
- The firm has no disciplinary actions or legal proceedings against them.
- The firm does not have any affiliations with product vendors or receive any commissions.
- The firm may earn referral fees from select, trusted partners.