Vaughn Heydel is a CFP-designated registered investment advisor at Financial Designs Corporation, based in Claremont, CA, with 15 years of industry experience. Vaughn 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 516 clients with $510M 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 | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Older client relationships may be subject to a different fee schedule and account minimum. FDC may combine the account values of family members living in the same household to meet the account minimum of $500,000.
Fee Estimator
Location
540 W. Baseline Rd, #10, Claremont, CA, 91711-5805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Designs Corporation
State Registrations2 states
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