Merritt Vaughn
Merritt Vaughn is a registered investment advisor at State Farm Investment Management CORP., based in Amarillo, TX, with 18 years of industry experience. Merritt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
8001 SW 34th Ave, Ste A, Amarillo, TX, 79121
Get directionsHistory
Regulatory History (2)
Criminal
December 1992Criminal
April 1989Other Business ActivitiesSells Insurance
Merritt is a partner in multiple restaurants and a service industry business, and the president of RAM Quality Services. Merritt also owns Merritt Vaughn's Insurance Agency as an agent for State Farm, taking about half of their time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Mid-Continent Financial, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.