RR
CFA

Royce Creighton Ramey

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
540 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

Fee Structure

Hourly Rate:$400 - $800/hr

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

11700 Preston Road, Ste 660 #199, Dallas, TX, 75230

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Versant Capital Management, INC.
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Tolleson Private Wealth Management
September 2011 - July 2023 · 11 yrs 10 mos
Genspring Family Offices, LLC
February 2008 - May 2010 · 2 yrs 3 mos
Inlign Wealth Management, LLC
June 2006 - May 2008 · 1 yr 11 mos
Linsco/private Ledger CORP.
June 2004 - October 2004 · 4 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.