Our Services

Services Offered

Wealth Coaching

Annual Financial Planning Flat Fee – $1,500+
  • Development of Game Plan focused on Wealth Creation
  • Utilization of Client Portal for all financial information to have full financial information which stays up to date
  • Client Portal Aggregating all financial information
    Advice and recommendations of outside investment accounts owned by client and NOT managed by firm
  • Utilization of vetted and recommended service partners
  • Semi-annual review calls
  • Unlimited email support on all matters
  • Fees paid through direct billing

 

 

Wealth Management

Annual Fees** to Advisors of $7,500 or greater
  • Creation and Implementation of Game Plan focused on Wealth Creation, Preservation and Legacies
  • Review of Personal and Business legal agreements.
  • Ongoing monitoring of Estate Planning and Asset Protection Strategies.
  • Tax Optimized Investing and Charitable Giving.
  • Attendance at meetings and phone calls with recommended or existing other Professional Advisors, i.e., CPAs, Attorneys, Bankers and Insurance Agents.
  • Comprehensive review of Personal and Business Income tax return prior to filing.
  • Review of Personal and Business commercial insurance policies.
  • Business Tax and Financial Planning.
  • Monitoring and recommendations regarding Corporate Retirement Plan.
  • On request phone calls.
  • Quarterly or Semi-Annual meetings.
  • Additional services as needed upon agreement.
  • Fees paid through Investment Management or direct billing

Wealth Teaming

Annual Fees** to Advisors of $3,500 or greater
  • Creation and implementation of Game Plan focused on Wealth Creation and Preservation
  • Investment Management services comprised of
    • Ongoing Due Diligence of Investment Managers.
    • Ongoing monitoring, review and re-balancing of Investment Portfolio.
    • Ongoing assessment of Client Risk Tolerance and coordination with Investment Portfolio.
  • Portfolio performance reporting
  • Personal Tax Strategies
  • Utilization of vetted and recommended service partners
  • Retirement Planning and Funding
  • Education Planning and Funding
  • Quarterly phone calls
  • Annual Review Meeting
  • Fees paid through Investment Management or direct billing

Investment Management Fee Schedule

($250,000 minimum)

 

Investable Assets* Percent
$250,000 – $500,000 1.00%
$500,000 – $1,000,000 0.85%
$1,000.000 – $2,000,000 0.70%
$2,000.000 – $3,000,000 0.60%
$3,000,000 and above Negotiable

* Money Management fees and costs of investments are in addition to Investment Management Fee. Fee Schedule is tiered.
** Fees are comprised of Investment Management Fees, Financial Planning Fees and/or Commissions.

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative; Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Stephen A. Taylor Wealth Management are not affiliated. Cambridge does not offer legal advice.