Vannoy Advisory Group provides personalized financial planning and investment management. They work with clients throughout the year to implement recommendations and update financial plans as needed. Financial planning services include cash flow, debt management, insurance, investment analysis, Social Security, Roth conversion, college, and retirement planning. They manage investment portfolios and provide ongoing investment advice.
Assets Under Management$170M
Clients54
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$86M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.85% |
| $750K - $1.5M | 0.65% |
| $1.5M - $3.0M | 0.30% |
| $3M+ | 0.20% |
All fees are subject to negotiation at the discretion of Vannoy Advisory Group.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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