John Vann is a registered investment advisor at Vann Equity Management LLC, based in Plano, TX, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 4 more. Their firm serves 188 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.50% |
| $50M+ | 1.50% |
Fees are negotiable for accounts valued above $50,000,000. Household accounts are combined to determine fee thresholds.
Fee Estimator
Location
4975 Preston PARK BLVD SUITE 490, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2019Other 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.
Employment History
Current Registrations
Vann Equity Management LLC
Previous Registrations
Per Stirling Capital Management, LLC
Level Four Advisory Services
Live Oak Wealth Advisory Group, LLC
Banyan Partners, LLC
Rushmore Investment Advisors INC
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.
Exams
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