John Vann
John Vann is a registered investment advisor at Rhodes Investment Advisors, INC., based in Fort Worth, TX, with 45 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 815 clients with $380M 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 $250K | 3.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
306 West 7th Street, Suite 1000, Fort Worth, TX, 76012
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
John is an insurance agent representing several companies and an independent contractor registered representative of Rhodes Securities, Inc. He is also a partner and director in 1921 Briarwood LLC, a real estate acquisition company, dedicating minimal time to this.
Employment History
Current Registrations
Rhodes Investment Advisors, INC.
Rhodes Securities, INC.Broker
Previous Registrations
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Principal Financial Securities,inc.Broker
Thomson Mckinnon Securities INC.Broker
Schneider, Bernet & Hickman, INC.Broker
State Registrations15 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.