VanMay Wealth Management offers personalized portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and businesses. VanMay creates customized investment policy statements based on each client's specific goals, time horizon, and risk tolerance. Portfolio management services cover asset allocation, security selection, and ongoing monitoring, utilizing mutual funds, exchange-traded funds, fixed income securities, real estate funds, annuities, and private placements. VanMay also recommends third-party separately managed account strategies when appropriate, such as using J.P. Morgan Investment Management. Financial planning is included as part of the portfolio management services at no additional charge, addressing areas such as retirement, taxes, estate planning, and insurance needs. Denny Lynn Hooten leads the firm, which operates with a legal obligation to act in the best interest of retirement clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable. Third-party separately managed account strategies may incur additional sub-advisory fees (e.g., 0.35% for J.P. Morgan Investment Management).