Taylor Goddard Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,825,625
Total clients
68
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$115,083
About
The firm provides discretionary investment advisory services and manages about $6,626,045 in client assets. It serves individuals and also works with pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations.
Investment selection is driven by fundamental screening—primarily using Value Line data with a minimum B+ financial‑strength requirement and a growth/price ranking—followed by technical analysis to time entries and exits; the brochure discloses explicit sell rules (sell after a 60% gain, a 40% decline, or a Value Line downgrade to C+). Portfolios typically include exchange‑listed equities, ETFs, no‑load/NTF mutual funds and bonds (often managed in a ladder), are managed on a discretionary basis, and are reviewed at least monthly.
Noteworthy for a solo independent adviser with modest assets under management, the firm accepts institutional clients (pension/profit‑sharing plans and corporations), a client mix that is uncommon among peers. The firm’s principal also operates a software/technical services business that supplies tools to advisors and related industries, and the adviser uses custodial tools (e.g., Schwab Advisor Center) and provides detailed monthly invoices and statements to reconcile fee deductions.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $500,000: 0.86% annually $500,001+: 0.574% annually
Account minimum: No requirements for opening or maintaining an account, such as minimum account size or number of transactions. Fee-only: Fees charged monthly in arrears based on account value at month end; monthly rates are 0.07167% for assets up to $500,000 and 0.03584% for assets over $500,000, equating to approximately 0.86% annually for first $500k and 0.574% annually for amounts above $500k.
Main office location
Taylor Goddard Investments
Yelm WA, United States
Number of offices
1
Most active in
Taylor Goddard Investments has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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