Tyler Kennedy
Tyler Kennedy is a registered investment advisor at Vaughan and Company Securities, INC., based in Ridgewood, NJ, with 4 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 193 clients with $220M 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 | 0.25% |
| $500K - $1.0M | 0.25% |
| $1.0M - $2.0M | 0.25% |
| $2.0M - $3.5M | 0.25% |
| $3.5M - $5.0M | 0.25% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.25% |
| $10.0M - $15.0M | 0.25% |
| $15.0M - $20.0M | 0.25% |
| $20.0M - $30.0M | 0.25% |
| $30M+ | 0.25% |
Fees are negotiable for accounts over $30,000,000. The Vaughan Dividend Growth Program has a similar tiered structure, plus a performance fee of 10% of investment gains. "Held Away" accounts have a 0.25% discount on the standard fee schedule.
Fee Estimator
Location
68 Passaic Street, Ridgewood, NJ, 07450-9901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vaughan and Company Securities, INC.
Previous Registrations
Betterment SecuritiesBroker
Vaughan and Company Securities, INC.
State Registrations1 state
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