TrueAdvisor
TrueAdvisor
TT
CFP
TT
CFP

Troy Wayne Taylor

Linscomb Wealth, INC.
22 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Linscomb Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,681 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%

Client relationships prior to 2012 or accounts obtained through acquisition may be subject to a different fee schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1333 West Loop South, Suite 1500, Houston, TX, 77027

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2013
Settled
Customer Dispute
October 2003
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Linscomb Wealth, INC.
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Linscomb & Williams
January 2015 - December 2020 · 5 yrs 11 mos
LPL Financial LLC
July 2013 - January 2015 · 1 yr 6 mos
Amegy Investments, INC.
January 2004 - July 2013 · 9 yrs 6 mos
Wells Fargo Investments, LLC
June 2001 - September 2002 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Troy Wayne Taylor - Financial Advisor | TrueAdvisor