Vann Equity Management is a registered investment advisor that offers customized portfolio management, financial planning, and retirement consulting services to individuals, families, high-net-worth clients, and businesses. Vann Equity Management builds diversified portfolios utilizing various investment strategies, including large-cap growth and value models, international strategies, fixed income exchange-traded funds, and third-party managers. The firm operates with the authority to make trades in client portfolios without asking first, tailoring investment selections to each client's specific financial goals and risk tolerance. Vann Equity Management also provides specialized services such as sub-advisory real estate strategies and retirement plan consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.50% |
| $50M+ | 1.50% |
Fees are negotiable for accounts valued above $50,000,000. Household accounts are combined to determine fee thresholds.