John Allen Vann

Vann Equity Management LLC

28 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Vann Equity Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

174 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$203.6M

Fee Structure

Minimum Investment:$40K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

4975 Preston PARK BLVD SUITE 490, Plano, TX, 75093

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2019

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Other Business Activities

John owns 50% of Boston Private Investments LLC, a foreign company owning property in Bulgaria. He is also the sole owner of John Allen Vann, LLC, JAV BG, REP OOD, and GMV BG OOD, all entities owning property and receiving rental income in Bulgaria.