Taylor Turner
Typically responds within 100 hours
Taylor Turner
You have a special skill and are exceptional in your craft. Now, you need a way to comprehensively streamline your finances to make the most of your recurring cash flow and well-earned capital. Taylor Turner Wealth Management is passionate about being the financial hub for Realtors and other professionals by vertically integrating every factor from their business income all the way to their investment allocation strategy.
Clients who would be a good fit
High-volume real estate agents and brokers in the Commonwealth of Virginia
Clients who wouldNOTbe a good fit
W-2 income individuals
Minimum Financial Requirements
Annual Income
$150,000
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
Flat Fee/Retainer
$6,000 to $12,000
Meeting Options
Video meetings
Phone
Email
In person meetings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
