Advisor at Naylor & Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Flat fee for financial planning and consulting services, based on scope and complexity
Fees do not exceed 3% annually; calculated and assessed quarterly or monthly in advance; fees are negotiable
Account minimum: $100,000 (negotiable lower minimums for special circumstances) Fee-only: Flat fees charged for financial planning and consulting services, based on scope and complexity, sometimes free in certain circumstances
Naylor & Company
2017 - Present (9 years)
Rivermend Health
2015 - 2016 (1 year)
Irth Communications
2012 - 2017 (5 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.
Series 66
Freehold, NY
Edward Jones
CFP®, Series 63, Series 66
Windham, NY
JTM Wealth Management, Inc.
Series 65
Orinda, CA
Naylor & Company
Series 63
Fultonham, NY
Lincoln Investment
CFP®, Series 63, Series 65
Windham, NY
Oppenheimer
Series 66
Greenville, NY
UBS Financial Services
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