Taylor Peters is a CFP-designated registered investment advisor at Prosperity Road, LLC, based in Morristown, NJ, with 3 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 65 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. A minimum fee of $4,500 is imposed, but can be waived at the advisor's discretion.
Fee Estimator
Contact
Taylor Peters
Location
1 High Street Court, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Taylor is an Associate Planner and IAR at Legacy Care Wealth, LLC, an RIA, since January 2022. Taylor assists with financial planning, investment oversight, and operational activities, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Prosperity Road, LLC
Lavish Financial Planning
State Registrations8 states
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.