Advisor at Federated investment Counseling
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Firm
Federated investment Counseling
Location
Boston, MA 02110
Credentials
CFA®, Series 66
Industry experience
16 years
Jeremy Taylor is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He is currently with Federated Global Investment Management Corp., where he has worked since 2025. His prior experience includes roles at Natixis, John Hancock, and Foreside Fund Services. Federated Global Investment Management Corp. manages approximately $14.8 billion in discretionary assets, focusing on pooled vehicles and institutional mandates. The firm employs a multi-strategy, equity-focused investment process that combines fundamental research, quantitative analysis, and portfolio construction across various strategies, including international and emerging markets.
Based on Federated investment Counseling
$0 - $25 million: 0.75% (75 basis points) Small Cap Separate Accounts $25 million - $50 million: 0.70% (70 basis points) Small Cap Separate Accounts $50 million - $100 million: 0.65% (65 basis points) Small Cap Separate Accounts $100 million+: 0.50% (50 basis points) Small Cap Separate Accounts $0 - $25 million: 0.55% (55 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $25 million - $50 million: 0.45% (45 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $50 million - $100 million: 0.35% (35 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $100 million+: 0.30% (30 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $0 - $25 million: 0.70% (70 basis points) International Equity Separate Accounts $25 million - $50 million: 0.65% (65 basis points) International Equity Separate Accounts $50 million - $100 million: 0.55% (55 basis points) International Equity Separate Accounts $100 million+: 0.45% (45 basis points) International Equity Separate Accounts $0+: 0.06% (6 basis points) Money Market/Liquidity Separate Accounts $0+: 0.10% (10 basis points) Active Cash Fixed Income Separate Accounts $0 - $50 million: 0.18% (18 basis points) Short-Intermediate Fixed Income Separate Accounts $50 million - $100 million: 0.15% (15 basis points) Short-Intermediate Fixed Income Separate Accounts $100 million+: 0.12% (12 basis points) Short-Intermediate Fixed Income Separate Accounts $0 - $50 million: 0.25% (25 basis points) Core Fixed Income Separate Accounts $50 million - $100 million: 0.20% (20 basis points) Core Fixed Income Separate Accounts $100 million+: 0.15% (15 basis points) Core Fixed Income Separate Accounts $0 - $50 million: 0.30% (30 basis points) Core Plus Fixed Income Separate Accounts $50 million - $100 million: 0.25% (25 basis points) Core Plus Fixed Income Separate Accounts $100 million+: 0.20% (20 basis points) Core Plus Fixed Income Separate Accounts $0 - $25 million: 0.35% (35 basis points) Opportunistic Corporate Fixed Income Separate Accounts $25 million - $75 million: 0.30% (30 basis points) Opportunistic Corporate Fixed Income Separate Accounts $75 million - $100 million: 0.25% (25 basis points) Opportunistic Corporate Fixed Income Separate Accounts $100 million+: 0.20% (20 basis points) Opportunistic Corporate Fixed Income Separate Accounts $0 - $50 million: 0.55% (55 basis points) Opportunistic High Yield Fixed Income Separate Accounts $50 million - $100 million: 0.40% (40 basis points) Opportunistic High Yield Fixed Income Separate Accounts $100 million+: 0.30% (30 basis points) Opportunistic High Yield Fixed Income Separate Accounts $0 - $50 million: 0.50% (50 basis points) High Yield Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) High Yield Fixed Income Separate Accounts $100 million+: 0.25% (25 basis points) High Yield Fixed Income Separate Accounts $0 - $25 million: 0.45% (45 basis points) International Fixed Income Separate Accounts $25 million - $50 million: 0.40% (40 basis points) International Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) International Fixed Income Separate Accounts $100 million+: 0.30% (30 basis points) International Fixed Income Separate Accounts $0 - $25 million: 0.85% (85 basis points) Trade Finance Fixed Income Separate Accounts $25 million - $50 million: 0.75% (75 basis points) Trade Finance Fixed Income Separate Accounts $50 million - $75 million: 0.65% (65 basis points) Trade Finance Fixed Income Separate Accounts $75 million+: 0.50% (50 basis points) Trade Finance Fixed Income Separate Accounts $0 - $50 million: 0.50% (50 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $100 million+: 0.25% (25 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $0 - $15 million: 0.30% (30 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $15 million - $100 million: 0.25% (25 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $100 million+: 0.20% (20 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $0 - $15 million: 0.375% (37.5 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $15 million - $100 million: 0.30% (30 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $100 million+: 0.25% (25 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $0 - $5 million: 0.35% (35 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $5 million - $50 million: 0.30% (30 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.25% (25 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $100 million+: 0.23% (23 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.35% (35 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $5 million - $50 million: 0.30% (30 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.275% (27.5 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $100 million+: 0.25% (25 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.15% (15 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.125% (12.5 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $100 million+: 0.10% (10 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.20% (20 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.175% (17.5 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $100 million+: 0.15% (15 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.70% (70 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.60% (60 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.50% (50 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.40% (40 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $100 million+: 0.35% (35 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.75% (75 basis points) International Equity Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.65% (65 basis points) International Equity Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.55% (55 basis points) International Equity Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.45% (45 basis points) International Equity Managed Accounts and Model Portfolio Management Services $100 million+: 0.40% (40 basis points) International Equity Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.85% (85 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.80% (80 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.75% (75 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.70% (70 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $100 million+: 0.60% (60 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.30% (30 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.25% (25 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $100 million+: 0.20% (20 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.35% (35 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.30% (30 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services $100 million+: 0.25% (25 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services
Performance-based fees charged for certain accounts, including Pooled Investment Vehicles; fees vary and are negotiated and specified in investment management agreements.
Account minimum: $100,000 for Managed Account Program Equity Accounts; $250,000 for Managed Account Program Taxable Fixed Income Accounts; $10 million for Small Cap Separate Accounts; $25 million for other Separate Account strategies; $500 million for Money Market/Liquidity Separate Accounts; $100 million for Active Cash Fixed Income Separate Accounts; $50 million for Short-Intermediate Duration Fixed Income Separate Accounts; $1 million for Federated Hermes CW Henderson division non-Managed Accounts; $500,000 for Federated Hermes CW Henderson division Managed Account Program accounts
125 High Street
Boston, MA 02110
Illinois · Massachusetts · New York · Pennsylvania · Puerto Rico · Texas
Federated Hermes Inc.
2025 - Present (1 year)
Federated Investment Counseling
2025 - Present (1 year)
Federated Securities Corp
2025 - Present (1 year)
MDT Advisers, A Division of Federated MDTA LLC
2025 - Present (1 year)
Federated Global Investment Management Corp
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Foreside Fund Services, LLC
2019 - 2025 (6 years)
Catholic Investment Services, Inc.
2019 - 2025 (6 years)
Natixis
2013 - 2019 (6 years)
John Hancock Distributors LLC
2012 - 2019 (7 years)
John Hancock Funds, LLC
2010 - 2019 (9 years)
Mfc Global Investment Management (U.S.), Llc
2010 - 2018 (8 years)
John Hancock Advisers, Llc
2010 - 2019 (9 years)
John Hancock
2008 - 2019 (11 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:
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Is not active or affiliated with:
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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