Kristin Vano
Advisor at Anson Analytics
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Anson Analytics
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Atlanta, GA 30290
Credentials
Series 65
Industry experience
9 years
Kristin Vano is a financial advisor at Anson Analytics with nine years of industry experience. She holds the Series 65 designation and has been with Anson Capital, Inc. since 2015. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, charitable organizations, and other entities. The firm uses a Modern Portfolio Theory-based investment approach supplemented by fundamental and cyclical analysis, with a focus on qualitative and quantitative assessments through its Archalos SMA process.
Based on Anson Analytics
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.85% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000 - $30,000,000: 0.35% annually $30,000,000 - $50,000,000: 0.30% annually $50,000,000+: 0.25% annually
$265 per hour for financial planning services; $260-$470 per hour for pension consulting services
Account minimum: $500,000
160 Greencastle Rd, Suite C
Atlanta, GA 30290
Georgia
Anson Capital, Inc.
2015 - Present (11 years)
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