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

2394 East Camelback Road, Suite 100, Phoenix, AZ, 85016-9260

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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.
December 2023 - Present · 2 yrs 1 mo
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.