Antonia Vaughn is a registered investment advisor at Advenire Wealth Management, based in Colorado Springs, CO, with 4 years of industry experience. Antonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $93M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees and minimums are negotiable.
Fee Estimator
Location
13521 Northgate Estates Dr, Suite 200, Colorado Springs, CO, 80921
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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
Advenire Wealth Management
Previous Registrations
T. Rowe Price Advisory Services, INC.
Waddell & Reed, INC.
State Registrations1 state
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