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 SUITE 490, Plano, TX, 75093
Get directionsRegulatory History (1)
Employment Separation After Allegations
December 2019Other Business Activities
John owns 50% of Boston Private Investments LLC, a foreign company owning property in Bulgaria. He is also the sole owner of John Allen Vann, LLC, JAV BG, REP OOD, and GMV BG OOD, all entities owning property and receiving rental income in Bulgaria.