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
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.
| Assets Under Management | 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+ | 0.38% |
2394 East Camelback Road, Suite 100, Phoenix, AZ, 85016-9260