Vann Equity Management LLC
Assets Under Management
$203.6M
Number of Clients
174
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$40.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vann Equity Management offers discretionary portfolio management to individuals, families, pension and profit-sharing plans, corporations, and non-profit institutions. They invest in domestic and international stocks, bonds, mutual funds, options, and ETFs. They also offer financial planning services and access to third-party portfolio management programs and sub-advisory services.
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
Location
4975 Preston Park Blvd #490, Plano, TX, 75093