ST

Samuel James Taylor

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$286.8M

Fee Structure

Financial Plan Fee:$1,500 - $25,000
Hourly Rate:$150 - $500/hr

Wealthview's fees depend on the service, complexity, and client preference. For Comprehensive Wealth Management and Professional Asset Management, they charge up to 1.00% annually based on assets under management. For clients interested in financial planning only, the fixed fee typically ranges from $1,500 - $25,000, depending on the complexity and length of the engagement. Consulting or other services unrelated to discretionary asset management are billed at a negotiated fixed-fee or an hourly rate ranging from $150 - $500/hour. Wealthview does not require a minimum account size or annual fee, but can only accept client relationships if it believes that it can create value and be compensated accordingly.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

4500 I-55 North, Suite 263, Jackson, MS, 39211

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthview Capital, LLC
May 2009 - Present · 16 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2005 - May 2009 · 4 yrs 2 mos
Wachovia Securities, LLC
July 2003 - March 2005 · 1 yr 8 mos
Prudential Securities Incorporated
January 1996 - July 2003 · 7 yrs 6 mos
State Registrations3 states
ALMSTX
Advisor
Exams
No exam information available for this advisor.
Samuel James Taylor - Financial Advisor | AdvisorDiscover