Vaughan Investment Advisors (VIA) provides ongoing investment management services tailored to each client's individual goals, risk tolerance, and time horizon. VIA creates an Investment Policy Statement for each client to help select a suitable portfolio. VIA primarily invests in mutual funds, equities, bonds, ETFs, third-party money managers, REITs, insurance products including annuities, and government securities.
Assets Under Management$14M
Clients21
Advisors1
Avg. per Client$670K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. For qualified high-net-worth investors, there is a 1% base fee with a 1% contingent performance fee if the annual gross account return exceeds the S&P 500 return.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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