Autumn Vaughn is a CFP-designated registered investment advisor at Satori Wealth Management, INC., based in San Diego, CA, with 2 years of industry experience. Autumn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34 clients with $60M 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 | 1.45% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable based on the complexity of the client’s financial situation or total assets under management.
Fee Estimator
Location
4660 La Jolla Village Drive, Suite 100, San Diego, CA, 92122-4604
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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 →Employment History
Current Registrations
Satori Wealth Management, INC.
Previous Registrations
Mercer Global Advisors INC.
Day & Ennis, LLC
State Registrations1 state
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