Variant Equity Advisors, LLC
Learn more about Variant Equity Advisors, LLC
Variant Equity Advisors, LLC is a financial advisor firm based in Los Angeles, California. It administers $493.1 million in total assets throughout two accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). The firm has a small team of five employees, all of whom are financial advisors. Variant Equity Advisors, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as equities, options and bonds.
Variant Equity Advisors, LLC administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by an investment advisor without requiring the client's permission. Variant Equity Advisors, LLC's typical account size is $246.6 million. An average advisor at Variant Equity Advisors, LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's central office is located at 1880 Century Park East, Los Angeles, California 90067. It is legally allowed to serve investors in the state of California.
Assets Under Management
Number of Advisors
Variant Equity Advisors, LLC by the Numbers
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Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Variant Equity Advisors, LLC likely are comprised of some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Offered by 74% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 17% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 35% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 2% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 1% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 40% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 12% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
It works with pooled investment vehicles. Out of its two clients, Variant Equity Advisors, LLC's biggest client group by number of accounts is pooled investment vehicles. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Variant Equity Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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