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TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY

Description

How does the advisor help clients – Key Takeaways:

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY, is a financial advisory firm that serves as an expert in financial matters for its clients. With a team of experienced and knowledgeable advisors, they provide a wide range of financial services to help individuals, families, and businesses achieve their financial goals.

The following are key takeaways on how TAYLOR ADVISORS, INC. helps its clients:

  • Provides expert financial guidance and advice
  • Offers a personalized approach tailored to each client’s unique needs and goals
  • Empowers clients to make informed financial decisions
  • Utilizes a holistic approach to financial planning
  • Provides ongoing support and guidance to help clients stay on track towards their goals

Facts and Insights

TAYLOR ADVISORS, INC. has been in business for over 20 years, serving clients with integrity and professionalism. With a team of 50 advisors, they have managed over $2 billion in assets under management.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$2 billion 50 20+ years

Financial Services Offered

TAYLOR ADVISORS, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:

  • Retirement planning
  • Investment management
  • Tax planning and preparation
  • Estate planning
  • Insurance planning
  • Business planning
  • Education planning
  • Employee benefits

Client Types

TAYLOR ADVISORS, INC. serves a variety of clients, including:

  • Individuals and families
  • Small business owners
  • Executives and professionals
  • Retirees
  • Trusts and estates
  • Charitable organizations

Fees & Compensation

TAYLOR ADVISORS, INC. fees and compensation structure is transparent and fair. They work on a fee-only basis, meaning they are compensated solely by their clients and do not receive any commissions or third-party fees.

Their fees are based on a percentage of assets under management, and they offer different fee structures that are tailored to the specific needs of each client.

Background

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY, was founded in 1998 by John Taylor, a seasoned financial advisor with over 30 years of experience in the industry. In 2021, the firm became part of HUB International, a leading global insurance brokerage firm with a strong focus on providing comprehensive financial solutions to its clients.

Financial Advisor Disclosures to Know

As a registered investment advisor, TAYLOR ADVISORS, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. It is important to note that all registered investment advisors are required to disclose any potential conflicts of interest to their clients, and TAYLOR ADVISORS, INC. is no exception.

TAYLOR ADVISORS, INC. is committed to providing transparent and ethical services to its clients, and they strive to maintain the highest level of integrity in all their business practices.

Company Information

Main Office

Mail Office

Other Information

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