Advisor at Taylor Capital Management
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.
Firm
Taylor Capital Management
Location
Martinsburg, WV
Credentials
Series 63, Series 65
Industry experience
25 years
$0+: 1.25% annually (0.3125% quarterly) for Non-Qualified Clients $1,100,000 or $2,200,000 net worth+: 1.00% annual Base Advisory Fee (0.25% quarterly) plus 20% performance fee on gains exceeding 5% net appreciation quarterly (Qualified Clients)
20% performance fee on quarterly gains exceeding 5% net capital appreciation for Qualified Clients
Account minimum: $1,000 Fee-only: 1.25% annually for Non-Qualified Clients; 1.00% annual base fee plus 20% performance fee for Qualified Clients
TCM Advisors, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Kearneysville, WV
Edward Jones
Series 63, Series 66
Charles Town, WV
Edward Jones
CFP®, ChFC®, Series 66
Williamsport, MD
Edward Jones
Series 66
Berkeley Springs, WV
Edward Jones
Series 66
Martinsburg, WV
Edward Jones
CFP®, Series 63, Series 66
Martinsburg, WV
Edward Jones
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