Advisor at Taylor Advisory Group
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Firm
Taylor Advisory Group
Location
Fresno, CA 93711
Credentials
Series 63, Series 65
Industry experience
14 years
Hyun Soo Lee is a financial advisor with Taylor Advisory Group in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at OM Pacific Capital, LLC since 2016. Outside of advising, he is the sole owner of SV Capital LLC, a business focused on developing artificial intelligence software. Taylor Advisory Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a fundamentally driven, long-term investment approach with customized portfolios and continuous client contact, operating primarily through a bundled wrap-fee program for portfolio management.
Based on Taylor Advisory Group
Fixed fee engagements for financial planning with minimum fee of $1,000
0.70% to 2.00% depending on the size and complexity of the Client relationship
Up to $350 per hour for financial planning projects
Minimum fee: Minimum annual fee of $1,000 Fee-only: Financial planning ongoing annual fee: 1.00% of AGI (employed individuals) or 1.00% of liquid net worth (retired individuals); minimum $1,000 annually; hourly fees up to $350/hour with minimum $1,000 and maximum 1% of liquid assets subject to investment plan; fixed fees with minimum $1,000 and maximum 1% of prior year AGI or liquid assets
410 W. Fallbrook Ave., Suite 202
Fresno, CA 93711
California
OM Pacific Capital, LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, Series 66
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Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!
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