Taylor Wealth Management (TWM) offers investment management and wealth management services to individuals. Wealth management includes financial planning covering cash flow, retirement, education, investments, taxes, risk management, insurance, and estate planning. TWM allocates client assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and options. TWM may recommend private placement securities to accredited investors.
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.
