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.
2394 East Camelback Road, Suite 100, Phoenix, AZ, 85016-9260
Get directionsNo 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.
Learn about disclosures →