James Vaughan is a ChFC-designated registered investment advisor at Vaughan Investment Advisors, LLC, based in Worthington, OH, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $14M 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 | 1.00% |
Fees are negotiable. For qualified high-net-worth investors, there is a 1% base fee with a 1% contingent performance fee if the annual gross account return exceeds the S&P 500 return.
Fee Estimator
Location
110 E. Wilson Bridge Road, Suite 260, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vaughan Investment Advisors, LLC
State Registrations1 state
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