Vaughan & Co. Securities offers investment advice and manages client funds based on individual needs. They create investment policies and manage portfolios on a discretionary basis. They also offer pension consulting services and financial planning, which includes a comprehensive evaluation of a client's financial state. Vaughan & Co. Securities may also direct clients to third-party investment advisors.
Assets Under Management$220M
Clients193
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.25% |
| $1.0M - $2.0M | 0.25% |
| $2.0M - $3.5M | 0.25% |
| $3.5M - $5.0M | 0.25% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.25% |
| $10.0M - $15.0M | 0.25% |
| $15.0M - $20.0M | 0.25% |
| $20.0M - $30.0M | 0.25% |
| $30M+ | 0.25% |
Fees are negotiable for accounts over $30,000,000. The Vaughan Dividend Growth Program has a similar tiered structure, plus a performance fee of 10% of investment gains. "Held Away" accounts have a 0.25% discount on the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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