Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Versant provides comprehensive investment advisory services, financial planning, and consulting services on a fee-only basis. Versant will quote an exact percentage or flat fee to each client based on the requirements of the client and the complexity of services provided - all fees are agreed upon prior to entering into a contract with any client. Financial planning and consulting fees generally range from $400 to $800 on an hourly rate basis. Versant also earns an additional 0.10% fee in addition to its advisory fee for assets managed through the Cantor Fitzgerald Insured Cash Account Program administered by StoneCastle Network, LLC.
Areas of Practice
Advisor Information
Office location
2394 E. Camelback Road, Suite 100, Phoenix, AZ, 85016
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Thomas is an executive board member and shareholder of National Advisors Trust Company since 2001, dedicating about 10-20% of his time, but has no operating or investment duties. He is also a shareholder and officer in Cross Border Tax & Accounting, spending minimal time on this activity.