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.
700 North Hurstbourne Parkway, Suite 110, Louisville, KY, 40222
Get directionsNo 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 →