Lana Weant is a registered investment advisor at Vines Capital Management, LLC, based in Monroe, LA, with 2 years of industry experience. Lana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 189 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts above $5,000,000.
Fee Estimator
Location
1896 Hudson Circle, Suite 3, Monroe, LA, 71201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vines Capital Management, LLC
State Registrations1 state
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