Benjamin Barchilon is a CFP-designated registered investment advisor at Versant Capital Management, INC., based in Phoenix, AZ. Benjamin 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 E Camelback Rd, STE 100, Phoenix, AZ, 85016
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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.
State Registrations1 state
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Exams
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