Aaron Vaughn is a CFP-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Westlake, OH, with 23 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
30400 Detroit Road, Suite 305A, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron owns Defiant Services LLC and Defiant Technology Group LLC, using the former for practice expenses. He also works as an attorney specializing in estate planning and is a committee member for St. Christopher's Church Finance Committee, dedicating minimal time to each activity.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Defiant Financial Services LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, LLC
State Registrations1 state
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.