Taylor Securities, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Taylor Securities, Inc
Overview
Taylor Securities, Inc operates as a financial advisory firm headquartered in Brentwood, Tennessee. It administers $243.9 million in assets under management throughout 358 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Taylor Securities, Inc is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and equities.
Taylor Securities, Inc administers 184 of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without requiring client authorization. Taylor Securities, Inc also manages 174 non-discretionary accounts totaling $140.1 million in assets. Taylor Securities, Inc administers roughly $681,223 in assets for each client account. An average financial advisor at Taylor Securities, Inc manages about 90 client accounts.
Taylor Securities, Inc's main office is at 100 Winners Circle, Brentwood, Tennessee 37027. It is legally registered to provide services to customers across 3 states, including Louisiana, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Taylor Securities, Inc by the Numbers
$243.9 million
8
358
$681.2 thousand
Fee Structure
Fees for financial advice typically depend on which service is provided. However, fees billed by Taylor Securities, Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Taylor Securities, Inc works with retail investors, high net worth investors, pension plans and charitable organizations. Out of its 358 customers, Taylor Securities, Inc's biggest client is high net worth investors, though it also caters to 65 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 46.43%
- Other Individuals - 34.29%
- Corporations - 18.57%
- Charitable Organizations - 0.71%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Taylor Securities, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.