Our Services

Services Offered

Wealth Scripting

Financial Planning Flat Fee – $2,000 – $3,000
(waived for Wealth Coaching and Wealth Management Clients)
  • Review and analysis of:
    • Investments,
    • Personal and Business Insurance Policies,
    • Corporate Retirement Plans,
    • Personal and Business Tax Returns,
    • Business Structure and Agreements,
    • Wills, Trusts. Health Care Surrogates. Powers of Attorney.
  • Preparation of observations, str ategies and recommendations for:
    • Education Planning and Funding,
    • Personal and Business Tax Strategies,
    • Insurance and Wealth Protection,
    • Cost Savings and Budgeting,
    • Retirement Savings,
    • Estate Planning,
    • Custom Analysis of Risk Tolerance,
    • Portfolio Analysis and Recommendations,
    • Retirement Planning and Funding.

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.

Wealth Coaching

Annual Fees** to Advisors of $2,500 or greater

 

  • Implementation or development of Wealth Script recommendations.
  • Investment Management services comprised of:
    • Ongoing Due Diligence of Investment Managers,
    • Ongoing monitoring, review and rebalancing of Investment Portfolio,
    • Ongoing assessment of Client Risk Tolerance and coordination with Investment Portfolio.
  • Portfolio performance reporting.
  • Personal Tax Strategies.
  • Retirement Planning and Funding.
  • Client Portal Aggregating all financial information.
  • Education Planning and Funding.
  • Quarterly phone calls.
  • Annual Review Meeting.
  • Fees paid through Investment Management or quarterly direct billings

Wealth Management

Annual Fees** to Advisors of $7,500 or greater
  • All services included to Wealth Coaching.
  • 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 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.

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.