Assets Under Management
$203.6M
Number of Clients
174
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$40.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Vann Equity Management offers continuous asset management services based on individual client needs. They manage assets in domestic and international stocks, bonds, mutual funds, ETFs, and other securities. They also offer financial planning services and access to third-party portfolio managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable based on certain criteria.
4975 Preston Park Blvd #490, Plano, TX, 75093