How does TAYMOR CAPITAL, LLC help clients – Key Takeaways:
TAYMOR CAPITAL, LLC is a financial advisory firm that assists clients in managing their investments and reaching their financial goals. The firm offers a variety of services and caters to different types of clients. Here are the key takeaways of how TAYMOR CAPITAL, LLC helps its clients:
- Creates customized investment portfolios based on clients’ financial needs and goals.
- Utilizes a disciplined and evidence-based investment approach to optimize returns and minimize risks.
- Provides personalized financial planning and advice to help clients achieve their long-term financial objectives.
- Offers a range of financial services to cater to the diverse needs of clients.
- Maintains transparency and openness in communication with clients to ensure their needs are being met.
Facts and Insights:
TAYMOR CAPITAL, LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a registered investment advisor. The team of advisors at TAYMOR CAPITAL, LLC has a combined experience of over 50 years in the financial industry. The firm manages assets worth over $500 million for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered:
TAYMOR CAPITAL, LLC offers a range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Wealth management
Client Types:
TAYMOR CAPITAL, LLC serves a variety of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
- Trusts
- Non-profit organizations
Fees & Compensation:
TAYMOR CAPITAL, LLC charges a percentage of assets under management as its fee. The firm’s fee structure is based on a tiered model, which means the fee rate decreases as the amount of assets under management increases. This aligns the interests of the firm with those of its clients, as the firm earns more when its clients’ investments perform well.
Background:
TAYMOR CAPITAL, LLC was founded by John Taymor, who has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA). John and his team of advisors at TAYMOR CAPITAL, LLC strive to provide their clients with top-notch financial advice and services to help them reach their financial goals.
Financial Advisor Disclosures to Know:
TAYMOR CAPITAL, LLC operates as a fiduciary, which means the firm is legally bound to act in the best interests of its clients. As a fiduciary, the firm always puts its clients’ interests first and discloses any potential conflicts of interest. TAYMOR CAPITAL, LLC has a clean record with no disciplinary actions taken against the firm or its advisors.