Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
MKT Advisors charges an annual fee based on the market value of your assets under management. For example, the first $1,000,000 is charged at 1.00%. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees are paid quarterly, in advance. Fees may be negotiable at the sole discretion of the Advisor. The Advisor may implement all or a portion of a Client’s investment portfolio utilizing one or more Independent Managers. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee paid by a Client, will typically not exceed 2.00% annually. MKT Advisors generally welcomes new clients with portfolios in excess of $100,000.
Areas of Practice
Advisor Information
Office location
900 Canterbury Place, Suite 340, Escondido, CA, 92025
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Learn about disclosures →Other Business ActivitiesSells Insurance
Taylor is the owner and president of Harvest LLC, a SAAS company providing options calculations, dedicating minimal time. Taylor is also a strategic advisory board member for DPL Financial Partners, an insurance marketplace, spending minimal time providing user feedback.