Douglas Vaughn is a CFP-designated registered investment advisor at Assuredpartners Investment Advisors, based in DeWitt, MI, with 15 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B 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 | 2.50% |
Annual advisory fee is negotiable and varies by office and client circumstances, subject to a maximum annual fee rate of 2.50%.
Fee Estimator
Location
240 South Bridge Street, Suite 110, DeWitt, MI, 48820
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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
Douglas is associated with Chesme Capital Management, a registered investment advisor.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Previous Registrations
Chesme Capital Management
Chesme Capital Management
State Registrations2 states
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.
Exams
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