Versant Capital Management, INC.
Assets Under Management
$1.2B
Number of Clients
540
Number of Advisors
8
Average Client AUM
$2.3M
AUM per Advisor
$154.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Versant Capital Management offers discretionary and non-discretionary investment advisory, financial planning, family office services, and related consulting services to high-net-worth clients, including individuals, families, and their related entities, as well as pension and profit-sharing plans, charitable organizations, corporations, and business entities. Comprehensive wealth management services include investment advice, financial planning, estate planning, tax planning, and family governance.
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
Location
2394 East Camelback Road, Suite 100, Phoenix, AZ, 85016-9260