Taylor Securities, INC.
Assets Under Management
$283.8M
Number of Clients
132
Number of Advisors
N/A
Average Client AUM
$2.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Taylor Securities, Inc. provides asset management of client funds based on individual needs, developing personal investment policies and managing portfolios accordingly. They also offer financial planning services, evaluating clients' current and future financial states to create detailed plans. They manage accounts on a discretionary or non-discretionary basis.
Fee Structure
Portfolio management fees range from 0.25% to 1.5% of assets under management. A minimum of $400,000 of assets under management is required, but this may be negotiable. Financial planning fees range from $40 to $125 per month, depending on the specific arrangement. Fees are billed monthly in arrears.
Areas of Practice
Location
100 Winners Circle, Suite 400, Brentwood, TN, 37027