T
Taylor Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$136,652,410
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
219
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
219
Average account size
$623,984
Client services
Portfolio management
Fee options
$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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Taylor Capital Management
Martinsburg WV, United States
Number of offices
2
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