Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Vann Equity Management charges an annual fee based on a percentage of assets under management, as detailed in the fee schedule. Fees are negotiable based on various criteria. They also offer financial planning services for a fixed fee ranging from $1,000 to $20,000, or an hourly fee. Clients may incur additional charges from custodians, brokers, and third-party investment managers. Realized Financial sub-advisory fees are also charged based on a percentage of assets under management.
Areas of Practice
Advisor Information
Office location
11824 Jollyville Rd., Suite 500, Austin, TX, 78759
Get directionsRegulatory History (3)
Financial
October 2024Regulatory
June 2013Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
Keith is involved in several business activities, including being a limited partner in KNS Ventures LP, president of Lucid Life Holdings, and owner/president of Austin Divorce Planners. He also sells fixed insurance as a sole proprietor and is a partner at Compass & Crest, a fixed income sales company.