Charles Taylor
Charles Taylor is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2023Criminal
February 1989Criminal
March 1986Other Business ActivitiesSells Insurance
Charles is a part-time musician, youth hockey program coordinator, IT tech consultant, and provides bookkeeping services. He is also an insurance agent selling life, accident, health, and disability insurance products, and operates under the DBA Medicare Advisors.
Employment History
Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
UBS Financial Services INC.Broker
State Registrations6 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.