AT
CFA
AT
CFA
Andrew Taylor
22 Years of Experience
Collierville, TN
3 Disclosures
Andrew Taylor is a CFA-designated registered investment advisor at Evolutionary Tree Capital Management, LLC, based in Collierville, TN, with 22 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 55 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
55 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$102.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees for larger institutional, registered fund, and private fund clients may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Collierville, TN
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
January 2020Judgment / Lien
August 2019Judgment / Lien
May 2019Employment History
Current Registrations
Evolutionary Tree Capital Management, LLC
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Finalis Securities LLCBroker
January 2022 - January 2023 · 1 yr
Growth Capital Services, INC.Broker
October 2019 - January 2022 · 2 yrs 3 mos
Growth Capital Services, INC.
October 2019 - January 2022 · 2 yrs 3 mos
Patrick Capital Markets, LLCBroker
May 2017 - October 2019 · 2 yrs 5 mos
Trestle Point, LLCBroker
June 2013 - May 2017 · 3 yrs 11 mos
Cumberland Partners, LLC
September 2010 - November 2022 · 12 yrs 2 mos
Southernsun Asset Management, INC
January 2003 - March 2010 · 7 yrs 2 mos
State Registrations1 state
TN
Advisor
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.
Exams
No exam information available for this advisor.