James Vaughan is a registered investment advisor at Match Grade Advisors, based in Greenviile, SC, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 350 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Match Grade Advisors charges a fee based on the value of your portfolio. The exact rate depends on the type and size of your investments, and the services you need, but it will not exceed 1.9% per year. Fees are determined separately for each account and are negotiable at the account opening. Fees are typically paid quarterly, based on the value of your portfolio at the end of the quarter.
There are two fee schedules, one for cash accounts and one for special arrangement fees (due to family or potential). The fees for cash accounts are higher than the fees for other assets.
Location
400 Pettigru St, Greenviile, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works full-time as a pension administrator with Vaughan & Associates, Inc., providing third-party administrative services to corporate clients with qualified retirement plans since 2002.
Employment History
Current Registrations
Match Grade Advisors
Previous Registrations
Retirement Funding Advisors, LLC
Hunter Michael Investment Advisors INC
State Registrations1 state
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