Versant Capital Management offers investment advice, financial planning, and family office services to high-net-worth individuals, families, and related entities. Services include investment management, estate planning, tax planning, and family governance. Versant manages investment portfolios based on client objectives and risk tolerance, and may use an online portfolio program with automated rebalancing and tax-loss harvesting. Versant also provides financial planning and consulting services on a stand-alone fee basis.
Assets Under Management$1.2B
Clients540
Advisors9
Avg. per Client$2.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$4M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$40,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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