Propath Financial, operating as Taylor Financial LLC, offers financial planning and investment management services. They work with clients to establish financial goals and values, then create a plan covering areas like net worth, cash flow, insurance, retirement, investments, and estate planning. They also manage investment portfolios on a discretionary basis, tailoring strategies to meet individual client needs and risk tolerance.
Assets Under Management$46M
Clients77
Advisors1
Avg. per Client$600K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...