AA
CFA

Alexander Alexandrovich Antskaitis

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
147 clients
Average Client Portfolio
$108.5M average
Assets Under Management
$16.0B

Fee Structure

Financial Planning:Investment management only

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
Investment Management
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Advisor Information

Office location

700 North Hurstbourne Parkway, Suite 110, Louisville, KY, 40222

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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
Taylor Advisors, Inc., a HUB International Company
February 2004 - Present · 21 yrs 11 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.