Jeffrey Brett Vaughn

31 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Synergy Investment Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

222 clients

Average Client Portfolio

$239K average

Assets Under Management

$53.1M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.20%
$250K - $750K	1.75%
$750K - $2.0M	1.25%
$2M+	0.75%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

708 Mclain Road, Kannapolis, NC, 28083

Get directions

History

Regulatory History (1)

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Employment Separation After Allegations

January 2010

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Other Business ActivitiesSells Insurance

Jeffrey is involved in several outside business activities, including insurance sales as a representative for Syneregy Insurance Group, investment advisory services through Synergy Investment Group LLC and Synergy Wealth Management, and real estate ventures. He also owns Vaughn Wealth Management Inc, his S Corp, and Avista Resort Condo.