How does the advisor help clients – Key Takeaways:
TAYLOR & WILLIAMS, INC. is a trusted and experienced financial advisory firm with a team of expert advisors. Their goal is to help clients achieve their financial goals by providing personalized and comprehensive financial planning services.
Their services are designed to cater to the unique needs of each client, and their team works closely with clients to understand their financial goals, risk tolerance, and preferences. Their focus is on building strong, long-term relationships with clients and providing them with tailored solutions to help them achieve financial success.
Facts and Insights
Founded in 1995, TAYLOR & WILLIAMS, INC. has built a reputation for excellence in the financial advisory industry. Their team of experienced and knowledgeable advisors has helped countless individuals and businesses secure their financial future.
The firm currently manages over $1 billion in client assets and has a team of 20 highly qualified advisors, with an average of 15 years of experience in the financial services industry. Their commitment to exceptional service has earned them recognition and awards, including being named one of the top 100 wealth managers by Barron’s Magazine.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | 25 years |
Financial Services Offered
TAYLOR & WILLIAMS, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. Their services include:
- Financial planning and investment management
- Estate planning and wealth transfer
- Retirement planning and income distribution
- Education planning
- Tax planning and preparation
- Insurance planning and risk management
- Business succession planning
Client Types
The firm primarily serves individuals, families, and businesses, with a focus on high net worth and ultra-high net worth clients. They also work with individuals and businesses of all income levels who are looking for personalized and comprehensive financial planning services.
Fees & Compensation
TAYLOR & WILLIAMS, INC. operates on a fee-based compensation structure, which means that they charge a fee for the services they provide. This fee is typically a percentage of the assets they manage for clients, and it may vary depending on the complexity of a client’s financial situation. The firm’s advisors have a fiduciary duty to act in their clients’ best interests and are committed to transparency and open communication when it comes to fees and compensation.
Background
TAYLOR & WILLIAMS, INC. was founded by John Taylor and Mary Williams, two experienced financial advisors who shared a common goal of providing comprehensive and personalized financial planning services to clients. The firm’s success can be attributed to the team’s expertise, dedication, and commitment to providing exceptional service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, TAYLOR & WILLIAMS, INC. is committed to maintaining the highest standards of fiduciary responsibility and transparency. They are also committed to complying with all regulations and laws governing the financial services industry. As such, they disclose all potential conflicts of interest and any disciplinary actions taken against the firm or its advisors to clients and potential clients. This commitment to transparency and ethics is a core value of TAYLOR & WILLIAMS, INC. and is a testament to their dedication to providing clients with the best possible service.