Taylor West is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Harvest, AL, with 8 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 653 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hibernia Wealth Partners offers investment management services where fees are negotiable and can be either asset-based or fixed. Asset-based fees range from 0% to 3% annually, depending on factors like the complexity of services, the amount of assets managed, and the client relationship. Fees are deducted directly from your account by the custodian. Clients using third-party managers will pay fees as outlined in their agreement with the third-party manager.
Location
Harvest, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taylor operates Hibernia Wealth Management as a DBA for their LPL business and as a Registered Investment Advisor Hybrid. Taylor also provides investment advisory services through Hibernia Wealth Partners, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Hibernia Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Edward Jones
Edward JonesBroker
State Registrations2 states
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