How does the Advisor Help Clients – Key Takeaways:
- TAYLOR MORGAN CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning and investment management services to individuals, families, and businesses.
- Their team of experienced and highly qualified financial experts are committed to helping clients achieve their financial goals and secure their financial future.
- By working closely with each client, TAYLOR MORGAN CAPITAL MANAGEMENT, LLC is able to provide tailored solutions that meet their unique needs and objectives.
- The firm takes a holistic approach and considers all aspects of a client’s financial situation, including investments, insurance, tax planning, estate planning, and more.
Facts and Insights:
Founded in 2010, TAYLOR MORGAN CAPITAL MANAGEMENT, LLC has been in the business of providing wealth management and financial planning services for over a decade.
As of 2021, the firm manages over $500 million in assets for clients, with a team of 10 advisors dedicated to serving their clients’ needs.
Their commitment to client satisfaction and expertise in the field has earned them numerous accolades and recognition, including being named one of the top financial advisors by Forbes and Barron’s.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2010 |
|---|---|
| Assets Under Management: | $500 million |
| Number of Advisors: | 10 |
| Time in Business: | Over a decade |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Insurance services
- Tax planning
- Charitable giving
- And more
Client Types:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Corporate executives
- And more
Fees & Compensation:
At TAYLOR MORGAN CAPITAL MANAGEMENT, LLC, clients can expect transparent and competitive fee structures that are based on the services provided and the assets under management.
The firm offers fee-only services and does not receive any commissions or third-party compensation, ensuring that their advice is always in the best interest of their clients.
Background:
TAYLOR MORGAN CAPITAL MANAGEMENT, LLC was founded by Taylor Morgan, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry.
Before starting the firm, Taylor spent years working for top financial firms and gaining expertise in wealth management, financial planning, and investment strategies.
Today, he leads a team of dedicated advisors who share his passion for helping clients achieve financial success and security.
Financial Advisor Disclosures to Know:
As a fiduciary, TAYLOR MORGAN CAPITAL MANAGEMENT, LLC is committed to acting in the best interests of their clients at all times. They adhere to strict ethical and legal standards and always prioritize their clients’ needs.
The firm has a clean disciplinary record and has not faced any major legal or regulatory issues. They pride themselves on maintaining a transparent and trustworthy relationship with their clients.