Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
284 clients
Average Client Portfolio
$928K average
Assets Under Management
$263.7M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Fixed income portfolios 0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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Contact
Thomas Joseph Taylor
Location
401 Jefferson Avenue, Towson, MD, 21286
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Chesapeake Financial Advisors
March 1999 - Present · 26 yrs 11 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
There are three reasons clients choose me over other financial advisors.
Contact
Thomas Joseph Taylor