Versailles Financial offers financial planning and investment management services. They help clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan for their estate. Versailles Financial is a fee-only firm, meaning they don't sell financial products or receive commissions. Clients make the final decisions on their investments.
Assets Under Management$33M
Clients13
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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