Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
540 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

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
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Location

3838 Oak Lawn Avenue, Suite 900, Dallas, TX, 75219

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Versant Capital Management, INC.
May 2025 - Present · 9 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.