Johnathan Rankin
Johnathan Rankin is a registered investment advisor at Sanctuary Advisors, LLC, based in Dallas, TX, with 19 years of industry experience. Johnathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B 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 |
|---|---|
| Any | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
1919 McKinney Ave #100, Dallas, TX, 75201
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
September 2019Customer Dispute
November 2017Customer Dispute
January 2016Other Business Activities
Johnathan is an officer/director of the Theorem Wealth Management YouTube channel, which shares educational content about retirement planning. He spends a few hours per week creating and presenting content.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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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