Taylor Strategic Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,056,879
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
34
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$472,261
About
The firm provides comprehensive portfolio management and financial planning to individuals, trusts, estates and business entities, including corporate and institutional clients. It offers ongoing investment management across public and private securities and supplemental planning or consulting upon client request.
The firm’s investment process uses a mix of asset-allocation, fundamental, technical, sector and cyclical analysis to construct diversified portfolios that can include individual stocks, bonds, ETFs, mutual funds, REITs, options and structured products. Portfolios are monitored and rebalanced periodically, and the firm discloses that a substantial portion of its assets are managed on a non-discretionary basis while also employing margin and derivative strategies in separately managed accounts when appropriate.
Compared with many independent peers, the firm’s client mix includes corporate and institutional accounts and it maintains primarily non-discretionary AUM despite its small advisory scale. Representatives are licensed to sell insurance products, creating an ancillary brokerage activity, and the firm discloses a recent consent order related to adviser registration in another jurisdiction that resulted in a civil penalty and subsequent resolution.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
$0 - $249,999.99: 1.25% $250,000 - $499,999.99: 1.20% $500,000 - $1,000,000.99: 1.00% $1,000,001 - $1,500,000.99: 0.90% $1,500,001 - $5,000,000.99: 0.80% $5,000,001 - $10,000,000.99: 0.60% $10,000,001+: 0.50%
Account minimum: $5,000
Main office location
Taylor Strategic Wealth Management, LLC
Redondo Beach CA, United States
Number of offices
1
Most active in
Taylor Strategic Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Michigan · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Quick links
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