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 offers discretionary and non-discretionary investment advisory, financial planning, family office services, and related consulting to high-net-worth individuals, families, and their related entities. Comprehensive wealth management includes investment advice, financial planning, estate planning, tax planning, and family governance.

Fee Structure

Minimum Investment:$4M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $4.0M1.00%
$4.0M - $5.0M1.00%
$5.0M - $10.0M0.88%
$10.0M - $15.0M0.75%
$15.0M - $20.0M0.68%
$20.0M - $35.0M0.56%
$35.0M - $50.0M0.47%
$50M+0.38%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$40,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Location

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

8 Advisors at this firm