Vann Investments, operated by Thomas D. Vann, specializes in providing investment advice and financial/retirement planning services to individuals and small businesses. The firm develops programs for clients based on their needs and risk tolerance, which may include recommendations for specific investments or third-party providers. All services are fee-only, and portfolios are tailored to each client's specific needs.
Assets Under Management$14M
Clients48
Advisors1
Avg. per Client$290K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Vann Investments does not charge fees for accounts with balances below $1,000 or 100% cash positions.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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