Michael Armistead
Michael Armistead is a CFP-designated registered investment advisor at David Vaughan Investments, LLC, based in Winter Park, FL, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,240 clients with $5.3B 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Rates apply to Wealth Management Advisory Services. Separate schedules exist for specific strategies such as Fixed Income (0.35% down to 0.25%) and Mutual Fund Asset Allocation (1.00% down to 0.60%). Fees are negotiable for accounts of substantial size.
Fee Estimator
Location
399 Carolina Avenue, Suite 110, Winter Park, FL, 32789
Get directionsHistory
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
David Vaughan Investments, LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 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
More Advisors
- Johnathan Timko, CFPDavid Vaughan Investments, LLC
- Ryan Evans, CFPKestra Advisory Services, LLC
- Lauren Wright, CFPAmeriprise Financial Services, LLC
- Joel Garris, CFPNelson Advisory Services, INC.
- Samuel Glickman, CFPUBS Financial Services INC.
- Michael Armstrong, CFPOnepoint Bfg Wealth Partners