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
4975 Preston Park Blvd #490, Plano, TX, 75093
Get directionsRegulatory History (8)
Judgment / Lien
December 2020Judgment / Lien
November 2013Judgment / Lien
July 2013Judgment / Lien
May 2013Judgment / Lien
January 2011Judgment / Lien
January 2008Judgment / Lien
April 2007Judgment / Lien
October 2003Other Business ActivitiesSells Insurance
Ryan is a part-time hunting guide for Salt Fork Ranch and Outfitters, spending minimal time on this. He also sells fixed annuities, long-term care, and whole life insurance, dedicating minimal time to this activity. Ryan is also a director on the board for the Russ Martin show Listeners Foundation.