Jeremy Vaughn
Jeremy Vaughn is a CFP-designated registered investment advisor at Advisory Services Network, based in Lexington, KY, with 11 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
4750 Hartland Pkwy #256, Lexington, KY, 40515
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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 →Other Business ActivitiesSells Insurance
Jeremy is involved in several business activities, including Vaughn Hall, PLLC (CPA/Accounting firm), Vaughn CPA Co., PLLC (service and holding company), EntreAccountants LLC (consulting, accounting, and tax services), and The Watchtower Group, LLC (insurance sales). He dedicates full-time hours to Vaughn Hall, about 10-20% of his time to Vaughn CPA Co., minimal time to EntreAccountants LLC, and a few hours per week to The Watchtower Group, LLC.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Acuity Wealth Management Advisors
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.
Exams
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