Vann Investments, LLC is a registered investment advisor entirely owned and operated by Thomas D. Vann, based in Denver, Colorado. The firm specializes in providing investment advice and retirement planning services to individuals and small businesses. Vann Investments focuses on bottom-up fundamental analysis to build customized, diversified portfolios consisting of publicly traded equities, certificates of deposit, corporate debentures, and tax-free municipal bonds. The firm takes a long-term approach, seeking to buy during market declines and hold investments for an average of three or more years. Vann Investments operates on a fee-only basis, charging asset-based fees billed quarterly in arrears, and does not accept commissions, soft-dollar benefits, or performance fees. Please note that Vann Investments is currently closed to new clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum fee is up to 3% per year (also stated as up to 2.50% depending on complexity), billed quarterly in arrears. Accounts with balances below $1,000 or 100% cash positions are not charged.