Vaughn Investment Advisors Inc. is a fee-only investment advisory firm that has been providing investment advice since 2005. The firm offers advice on equity securities, corporate debt, commercial paper, municipal securities, United States government securities, and options. Vaughn Investment Advisors tailors its advice to clients’ needs, goals, and wishes. The firm does not participate in wrap fee programs.
Assets Under Management$60M
Clients27
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for clients with over $5 million in assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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