Douglas Taylor is a CFP, PFS-designated registered investment advisor at Taylor Wealth Management, LLC, based in Torrance, CA, with 21 years of industry experience. Douglas 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, High Net Worth, and 5 more. Their firm serves 63 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor Wealth Management (TWM) offers investment management services without the overall wealth management services. The annual fee for investment management only services varies between $3,000 and $40,000, depending on the amount of assets managed. TWM also provides wealth management services for an annual fixed fee that varies between $3,000 and $40,000, depending on the complexity of the client's financial situation, the composition of the securities in each investment portfolio, the amount of assets invested, and/or other relevant factors.
Contact
Douglas Taylor
Location
3655 Torrance Blvd., Suite 347, Torrance, CA, 90503
Get directionsHistory
Regulatory History
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 →Other Business Activities
Douglas is the president of Taylor Tax Services, Inc. since 2004, dedicating minimal time to this non-investment related business.
Employment History
Current Registrations
Taylor Wealth Management, LLC
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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