Elizabeth Shabaker
Elizabeth Shabaker is a CFP-designated registered investment advisor at Versant Capital Management, INC., based in Phoenix, AZ, with 22 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 521 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $35.0M | 0.40% |
| $35.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are generally subject to a minimum annual fee of $40,000. Versant Capital Management earns an additional 0.10% fee for assets maintained through the Cantor Fitzgerald Insured Cash Account Program.
Fee Estimator
Location
2394 East Camelback Road, Suite 100, Phoenix, AZ, 85016-9260
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Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
Versant Capital Management, INC.
Previous Registrations
Genspring Family Offices, LLC
Inlign Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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