Advisor at Oak Street Advisors
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Firm
Oak Street Advisors
Location
Mt. Pleasant, SC 29464
Credentials
CFP®
Industry experience
8 years
Bryan Taylor is a CFP® professional with eight years of industry experience, currently serving as an advisor at Oak Street Advisors since 2015. He is based in Myrtle Beach, SC, and works at a small firm with a total of two advisors. Oak Street Advisors provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, along with retirement plan consulting for businesses and plan sponsors. The firm employs customized investment strategies including a Core ETF approach, dividend-income, and concentrated growth portfolios, and is noted for its regular client communications and specific trading practices.
Based on Oak Street Advisors
Based on Oak Street Advisors
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,500,000: 0.75% $3,500,001 - $6,000,000: 0.50% $6,000,001+: 0.25%
$350 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for investment advisory services Fee-only: Fee-only investment advisory services
884 Allbritton Blvd, Suite 215
Mt. Pleasant, SC 29464
Georgia · South Carolina
Oak Street Advisors
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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