A complete list of active advisors currently associated with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L

Warmer can help you find a great advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L or one who fits your needs even better.

Taylor & Morgan Asset Management (TM) provides discretionary portfolio management and financial planning to individuals and to pension and profit‑sharing plans, generally charging percentage‑of‑AUM fees for ongoing investment supervisory services and hourly or negotiated fees for planning and other engagements. The firm also offers mergers & acquisitions advisory services and periodic educational seminars and workshops for clients and the public. TM prepares individualized Investment Policy Statements and typically manages accounts under discretionary authority, using fundamental and cyclical analysis and a broad set of instruments including equities, bonds, ETFs, mutual funds, options, short sales and margin. Client accounts are reviewed at least quarterly, custody is primarily with Charles Schwab Advisor Services, and the firm bills fees quarterly in arrears while requiring clients to use its recommended custodian. What is distinctive about TM is its network of affiliated professional activities: a firm principal holds both legal and CPA credentials, TM is affiliated with an accounting practice and with Taylor Capital (the general partner of a private real estate fund), and the firm acts as a sponsor/syndicator of related private investment vehicles. TM discloses the potential conflicts that can arise from recommending affiliated investments and from providing M&A advisory work, and it says it addresses those conflicts through disclosure, separate fee arrangements, and client consent.

To learn more about the advisors currently working at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brett Long	Troy, MI	10
Bryan Long	Troy, MI	9
Andrew Morgan	Troy, MI	8
Brett Quayle	Troy, MI	21
Robert Quayle	Troy, MI	43
Brandon Taylor	Troy, MI	0
Robert Taylor	Troy, MI	15

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