Royce Ramey is a CFA-designated registered investment advisor at Versant Capital Management, INC., based in Dallas, TX, with 18 years of industry experience. Royce 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
11700 Preston Road, Ste 660 #199, Dallas, TX, 75230
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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
Tolleson Private Wealth Management
Genspring Family Offices, LLC
Inlign Wealth Management, LLC
Linsco/private Ledger CORP.
State Registrations2 states
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