Kristin D Vano
Advisor at Anson Analytics — Tyrone, GA
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.
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.
Credentials
Series 65
Experience Industry experience
9 years
Location
Atlanta, GA 30290
Anson Analytics
Supported
Total advisors
3Clients per advisor
38 TypicalAvg AUM per client
$1,905,511 Very HighHNW client ratio
60% Very HighKristin 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
Tyrone, GA
160 Greencastle Road, Suite C
Tyrone GA 30290
Advisors at this office
3
Georgia
9 years of industry experience
Anson Capital, Inc.
2015 - Present • 11 years
Tyrone, GA
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Lawyer
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Real estate agent
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Other specialized services
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