Taylor Wealth Management, LLC

Taylor Wealth Management, LLC is a Registered Investment Adviser based in Torrance, CA, established on January 13, 2005. The firm specializes in providing investment management and wealth management services. They manage assets totaling $150,735,290, with $8,561,165 under discretionary management and $142,174,125 under non-discretionary management. Clients can engage the firm for comprehensive financial planning and consulting services, tailored to their individual needs. TWM primarily allocates client assets among mutual funds, ETFs, individual securities, and options based on client objectives. The firm's investment philosophy is based on Nobel Prize-winning research, focusing on disciplined processes, diversification, and cost control. TWM offers services on an hourly or fixed fee basis, with annual fees ranging from $3,000 to $40,000 depending on the level of service and assets managed. The firm does not charge performance-based fees and serves individuals, including high net worth individuals, with a minimum annual fee of $3,000. TWM recommends the custody, clearing, and execution services of Altruist Financial LLC. The firm acts as a fiduciary, providing investment discretion and monitoring client portfolios regularly. Clients retain responsibility for voting on proxies for securities in their portfolios. TWM does not vote client securities or accept authority to vote client securities on their behalf.