James "todd" Taylor
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor Advisors charges fees as a percentage of assets under management or flat fees, depending on the client and service. Fees vary based on portfolio size, mix, and services performed. Fees are negotiable on a client-by-client basis, considering factors like complexity and assets under management. Contracts can be terminated with 30 days' notice, and unearned fees are refunded.
Areas of Practice
Advisor Information
Office location
806 Stone Creek Parkway, Suite 11, Louisville, KY, 40223
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
James serves as a board member for MM Lending since 2023, an investment-related activity. He dedicates minimal time to this role, meeting four times a year.