John Hauser is a registered investment advisor at Vie Invest, LLC, based in Houston, TX, with 3 years of industry experience. John 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. Their firm serves 41 clients with $50M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. Third Party Management Fees typically range between 0.50% to 1.75% per year. In no event shall the combined advisory fees charged to any client under this arrangement exceed 2.75% of the client's assets under management.
Fee Estimator
Location
Houston, TX
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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
John is involved in project development for activities in Guyana through Guyana Global Development LLC. This activity is not investment-related.
Employment History
Current Registrations
Vie Invest, LLC
State Registrations1 state
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