Stephen Vaughen
Stephen Vaughen is a registered investment advisor at Pacific Investment Advisors, LLC, based in Simi Valley, CA, with 22 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $26M 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% |
Fee is non-negotiable.
Fee Estimator
Location
Simi Valley, CA
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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.
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Current Registrations
Pacific Investment Advisors, LLC
State Registrations1 state
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