Julie Nielsen is a registered investment advisor at Vann Equity Management LLC, based in Plano, TX, with 5 years of industry experience. Julie 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Julie works as a part-time administrative assistant at Edward Jones, performing basic clerical and administrative duties since November 2023. This non-investment related activity takes about 10-20% of her time.
Employment History
Current Registrations
Vann Equity Management LLC
Previous Registrations
Capital Advisors, INC.
Per Stirling Capital Management, LLC
United Capital Financial Advisers
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.