Taylor Frigon Capital Management LLC

Taylor Frigon Capital Management LLC is a registered investment adviser established in 2006, offering discretionary investment advisory services primarily in individual equity and fixed income securities, REITs, and mutual funds. The firm also manages the Taylor Frigon Core Growth Fund. Clients are required to enter into an Investment Advisory Agreement specifying the terms, services, and fees. The firm charges a negotiable fee of 1.00% of assets under management, with a minimum annual fee of $50,000. The firm may recommend investments in Affiliated Private Funds and the Affiliated Mutual Fund, potentially resulting in additional compensation for the firm. Clients receive regular account statements and reports. The firm does not charge performance-based fees for separate accounts but may do so for the Affiliated Private Funds. The firm maintains a Code of Ethics and personal securities transaction policy to prevent conflicts of interest. Clients can direct the firm on voting client securities and have the option to exclude cryptocurrency exposure. The firm recommends using Schwab as the broker-dealer/custodian and does not accept directed brokerage. Clients can impose restrictions on the firm's discretionary authority. The firm does not have any disciplinary history or financial impairments. For any inquiries, clients can contact the Chief Compliance Officer, Douglas E. Connolly.