Vaughn Flowers
Vaughn Flowers is a registered investment advisor at Capital City Asset Management Group, LLC, based in Powell, OH, with 12 years of industry experience. Vaughn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 173 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital City Asset Management Group charges a percentage of the assets they manage. The fees are negotiable, but the maximum annual fees are:
- Up to $250,000: 2.9% (2.0% for Florida residents)
- $250,001 - $500,000: 2.5% (2.0% for Florida residents)
- $500,001 - $1,000,000: 2.0%
- $1,000,001 - $2,000,000: 1.5%
- $2,000,001 - $5,000,000: 1.0%
- $5,000,001 and above: 0.75%
These fees are charged monthly and deducted from your account. CCAMG may also receive performance-based fees from third-party asset managers, creating a potential conflict of interest.
Location
3789 Attucks Dr, Powell, OH, 43065
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Regulatory History (1)
Criminal
September 2012Employment History
Current Registrations
Capital City Asset Management Group, LLC
Capital City Securities, LLC
Capital City Securities, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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.