Taylor Strategic Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,056,879
Clients
34
Advisors
1
of 1 employees
About
The firm provides comprehensive portfolio management and financial planning to individuals, trusts, estates and business entities, including corporate and institutional clients. It offers ongoing investment management across public and private securities and supplemental planning or consulting upon client request.
The firm’s investment process uses a mix of asset-allocation, fundamental, technical, sector and cyclical analysis to construct diversified portfolios that can include individual stocks, bonds, ETFs, mutual funds, REITs, options and structured products. Portfolios are monitored and rebalanced periodically, and the firm discloses that a substantial portion of its assets are managed on a non-discretionary basis while also employing margin and derivative strategies in separately managed accounts when appropriate.
Compared with many independent peers, the firm’s client mix includes corporate and institutional accounts and it maintains primarily non-discretionary AUM despite its small advisory scale. Representatives are licensed to sell insurance products, creating an ancillary brokerage activity, and the firm discloses a recent consent order related to adviser registration in another jurisdiction that resulted in a civil penalty and subsequent resolution.
Client services
Expertise
Fee options
$0 - $249,999.99: 1.25% $250,000 - $499,999.99: 1.20% $500,000 - $1,000,000.99: 1.00% $1,000,001 - $1,500,000.99: 0.90% $1,500,001 - $5,000,000.99: 0.80% $5,000,001 - $10,000,000.99: 0.60% $10,000,001+: 0.50%
Account minimum: $5,000
Main office
Redondo Beach CA
Advisors at this office
1
Most active in
California · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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