Vance Bennett
Vance Bennett is a CFP-designated registered investment advisor at Parallel Equity Advisors LTD., based in Dublin, OH, with 24 years of industry experience. Vance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 387 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 $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
This is a flat or breakpoint fee schedule, meaning the entire portfolio is charged the same asset management fee once a certain threshold is crossed.
Fee Estimator
Location
5650 Blazer Parkway, Suite 112, Dublin, OH, 43017
Get directionsHistory
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 ActivitiesSells Insurance
Vance is a 100% owner and insurance agent selling life, health, and annuity products, dedicating about half of his time to this activity. He is also a 100% owner and tax preparer, spending about 10-20% of his time on tax preparation, and works for Intuit as a tax preparer for approximately 20 hours per week during trading hours.
Employment History
Current Registrations
Parallel Equity Advisors LTD.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.Broker
Wma Securities, INC.Broker
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.