Ryan Mcdonald
Ryan Mcdonald is a registered investment advisor at Vann Equity Management LLC, based in Plano, TX, with 28 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 174 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.50% |
| $50M+ | 1.50% |
Fees are negotiable for accounts greater than $50,000,000.
Fee Estimator
Location
4975 Preston Park Blvd #490, Plano, TX, 75093
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Vann Equity Management LLC
Previous Registrations
Per Stirling Capital Management, LLC
Trs Advisors, LLC
Jim Poe & Associates, INC.
Investment Professionals, INC.Broker
Calton & Associates, INC.Broker
Fox Financial Management CorporationBroker
Fox & Company Investments INC.Broker
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.