Advisor at Deep Roots Capital
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Firm
Deep Roots Capital
Location
Harrison, AR 72601
Credentials
Series 66
Industry experience
16 years
Maurice Taylor is a financial advisor at Deep Roots Capital with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC from 2012 to 2016 before joining Deep Roots Capital in 2016. Deep Roots Capital provides investment advice and asset management to individuals, high-net-worth clients, pension funds, endowments, and businesses, offering discretionary portfolio management through three defined model strategies. The firm’s investment approach combines factor-tilted indexing, low-turnover value holdings, and a macro balanced strategy, with portfolios managed on a discretionary basis and reviewed at least annually.
Based on Deep Roots Capital
$0+: 0.30%-2.00% for Market Portfolio Strategy $0+: 0.50%-2.00% for All Seasons Model Portfolio Strategy $0+: 1.00%-2.00% for Fundamental Values Model Portfolio Strategy
$150 per hour, billed in one-hour increments with a minimum of one hour, then 15-minute increments
914 Highway 62 65 North
Harrison, AR 72601
Arkansas · Missouri · Texas
Deep Roots Capital, Llc
2016 - Present (10 years)
LPL Financial
2012 - 2016 (4 years)
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