MH
MH

Michael Hughes

22 Years of Experience
Sells Insurance

Michael Hughes is a registered investment advisor at Vann Equity Management LLC, based in Austin, TX, with 22 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
174 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$203.6M

Fee Structure

Minimum Investment:$40K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M1.50%
$50M+1.50%

Fees are negotiable for accounts greater than $50,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11824 Jollyville Rd., Suite 500, Austin, TX, 78759

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is a self-employed insurance agent selling fixed insurance and annuities through ASH Brokerage since 2017, dedicating a few hours per week. He also works as an independent contractor for Magellan Financial, providing insurance marketing and seminar assistance for annuity and insurance production, spending about 10-20% of his time.

Employment History
Current Registrations
Vann Equity Management LLC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
The Hughes Group Wealth Management Partners LLC
May 2018 - December 2023 · 5 yrs 7 mos
Scf Investment Advisors, INC.
April 2015 - November 2017 · 2 yrs 7 mos
Scf Securities, INC.Broker
April 2015 - November 2017 · 2 yrs 7 mos
Edward Jones
June 2012 - March 2015 · 2 yrs 9 mos
Edward JonesBroker
June 2012 - March 2015 · 2 yrs 9 mos
Waddell & Reed, INC.
June 2011 - September 2011 · 3 mos
Waddell & Reed, INC.Broker
April 2011 - September 2011 · 5 mos
Strategic Advisers, INC.
August 2004 - February 2009 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
July 2004 - February 2009 · 4 yrs 7 mos
Waddell & Reed, INC.
April 2003 - December 2003 · 8 mos
Waddell & Reed, INC.Broker
March 2003 - December 2003 · 9 mos
Charles Schwab & CO., INC.Broker
September 2000 - October 2002 · 2 yrs 1 mo
Institutional Equity CorporationBroker
May 1999 - July 2000 · 1 yr 2 mos
Lloyd Wade Securities INC.Broker
March 1999 - May 1999 · 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.