Thomas Connelly is a CFA, CFP-designated registered investment advisor at Versant Capital Management, INC., based in Phoenix, AZ, with 31 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 540 clients with $1.2B 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 | 0.88% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.68% |
| $20.0M - $35.0M | 0.56% |
| $35.0M - $50.0M | 0.47% |
| $50M+ | 0.15% |
Fee Estimator
Location
2394 E. Camelback Road, Suite 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 →Other Business Activities
Thomas is an executive board member and shareholder of National Advisors Trust Company since 2001, dedicating about 10-20% of his time, but has no operating or investment duties. He is also a shareholder and officer in Cross Border Tax & Accounting, spending minimal time on this activity.
Employment History
Current Registrations
Versant Capital Management, INC.
Previous Registrations
Keats Connelly & Associates INC.
State Registrations1 state
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