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Fee Schedule

As a financial fiduciary, we plan, invest, and monitor your investments on a regular basis. The quarterly fee for our Wealth Management service is determined by the market value of the assets under management on the first day of the quarter. Wealth Management fees are paid, in advance, based upon the following schedule:

Wealth Management Fee Schedule

Assets up to: $1,000,000

     1.00% per year

Assets between: $1,000,001 - $3,000,000

     0.75% per year

Assets between: $3,000,001 - $5,000,000

     0.50% per year

Assets over: $5,000,001

     0.40% per year

Taylor Financial will send to the client a quarterly statement showing the calculation of fees. The client will pay their Wealth Management Fee by authorizing the custodian to deduct from their account on the submission of an invoice from Taylor Financial. 

Hourly Consulting Fee

The current fee is $200/hr. An estimated hourly range will be given prior to engagement.