Matthew Taylor
Matthew Taylor is a CFP-designated registered investment advisor at Taylor Securities Services, INC., based in Harrisburg, PA, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 767 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
3113 North Front Street, Harrisburg, PA, 17110
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Matthew is the president and owner of Taylor Retirement Services, where he dedicates about half his time to insurance education and sales since 2003. This activity is investment-related and occurs during securities trading hours.
Employment History
Current Registrations
Taylor Securities Services, INC.
Previous Registrations
Brookstone Capital Management LLC
Next Financial Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.