Taylor Advisors, Inc., a HUB International Company
Assets Under Management
$16.0B
Number of Clients
147
Number of Advisors
4
Average Client AUM
$108.5M
AUM per Advisor
$4.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Taylor Advisors offers investment advisory services, including active management of fixed income portfolios, and investment consulting services where the client manages their own portfolio. They also provide balance sheet management consulting services. Services are tailored to each client's objectives.
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
Location
700 North Hurstbourne Pkwy, Suite 110, Louisville, KY, 40222