Toni Vaughan is a registered investment advisor at Spark Asset Management Group, based in Denver, CO, with 21 years of industry experience. Toni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 37 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2% annually (including any per transaction fee charged by the custodian). Fees may be negotiable.
Fee Estimator
Location
7900 E Union Ave., Suite 1100, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Spark Asset Management Group
Previous Registrations
Bts Asset Management, INC.
Synergy Investment Group, LLC
Sterne Agee Investment Advisors, INC.
Synergy Investment Group, LLC
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.