Taylor Frigon Family Office, LLC
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Overview
Taylor Frigon Family Office, LLC is a financial advisory company based in Scottsdale, Arizona. The company has a small team, including 7 financial advisors. Taylor Frigon Family Office, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments like stocks, bonds and options.
The company's central office is located at 18835 N. Thompson Peak Pkwy, Scottsdale, Arizona 85255. Taylor Frigon Family Office, LLC is legally permitted to provide services to customers across 3 states, including Arizona, California and Idaho.
Number of Advisors
Disclosures
Office Location
Taylor Frigon Family Office, LLC by the Numbers
13
Products and Services
Taylor Frigon Family Office, LLC offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Notably, the company did not provide financial planning services to any of its customers in the previous fiscal year. It does not sell products or offer services aside from investment advice to its investment advisory customers. Taylor Frigon Family Office, LLC is also affiliated with one or more other service providers in the financial services industry, including with an accountant or accounting firm and lawyer or law firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management vary depending on which services are offered. Fees billed by the firm 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
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Taylor Frigon Family Office, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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