Vann Equity Management (VEM) offers ongoing investment management tailored to each client's needs. VEM's advisors meet with clients to understand their goals and can accommodate some investment restrictions. VEM uses various models, including US large cap growth/value, small/mid cap core, international ADR core, and fixed income/domestic/global ETF strategies. VEM also offers financial planning services, focusing on long-term financial goals through investments, tax planning, and retirement planning. VEM may recommend third-party portfolio managers.
Assets Under Management$200M
Clients174
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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