Kevin Leeds is a registered investment advisor at Vaughan and Company Securities, INC., based in Ridgewood, NJ, with 25 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 193 clients with $220M 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 $500K | 0.25% |
| $500K - $1.0M | 0.25% |
| $1.0M - $2.0M | 0.25% |
| $2.0M - $3.5M | 0.25% |
| $3.5M - $5.0M | 0.25% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.25% |
| $10.0M - $15.0M | 0.25% |
| $15.0M - $20.0M | 0.25% |
| $20.0M - $30.0M | 0.25% |
| $30M+ | 0.25% |
Fees are negotiable for accounts over $30,000,000. The Vaughan Dividend Growth Program has a similar tiered structure, plus a performance fee of 10% of investment gains. "Held Away" accounts have a 0.25% discount on the standard fee schedule.
Fee Estimator
Location
68 Passaic Street, Ridgewood, NJ, 07450-9901
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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 →Other Business Activities
Kevin is the president of Kevin L. Leeds, CPA, PC, an accounting practice in Maywood, NJ, since 1980. This non-investment related activity takes about half of Kevin's time.
Employment History
Current Registrations
Vaughan and Company Securities, INC.
Previous Registrations
Vaughan and Company Securities, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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