VC
VC

Vaughn Crowe

1 Year of Experience
Scottsdale, AZ

Vaughn Crowe is a registered investment advisor at Ascent Capital Partners, LLC, based in Scottsdale, AZ, with 1 years of industry experience. Vaughn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 61 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
61 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$197.0M

Fee Structure

Minimum Investment:$2.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.15%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $20.0M0.60%
$20.0M - $50.0M0.50%
$50M+0.50%

Fees may be negotiable at the discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

16427 North Scottsdale Road, Suite 410, Scottsdale, AZ, 85254

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Vaughn owns and manages four LLCs (VSB Investments LLC, VSB Partners LLC, VSB Resources LLC, and Malibu Dog LLC) established between 2014 and 2021. These LLCs are holding companies for real estate and venture capital investments, taking a few hours per week of Vaughn's time.

Employment History
Current Registrations
Ascent Capital Partners, LLC
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Vaughn Crowe - Financial Advisor | TrueAdvisor