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About VERSAI WEALTH MANAGEMENT LLC
VERSAI WEALTH MANAGEMENT LLC is a registered investment advisor that provides comprehensive financial planning and investment management services to clients. With a team of experienced financial professionals, VERSAI WEALTH MANAGEMENT LLC helps clients achieve their financial goals and brings a personalized approach to every client relationship.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services
- Experienced team of financial professionals
- Personalized approach to client relationships
Facts and Insights
According to publicly available data, VERSAI WEALTH MANAGEMENT LLC has $500 million in assets under management. The firm has a team of 10 advisors and has been in business for 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
VERSAI WEALTH MANAGEMENT LLC offers a wide range of financial services to meet the unique needs of each client. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
VERSAI WEALTH MANAGEMENT LLC serves a diverse client base, including individuals, families, and small businesses. The firm believes in building long-term relationships with clients and tailoring its services to meet their specific needs and goals.
Fees & Compensation
VERSAI WEALTH MANAGEMENT LLC operates on a fee-only basis, meaning clients only pay for the services they receive and there are no hidden fees or commissions. The firm’s fees are based on a percentage of assets under management, ensuring alignment of interest with clients.
Background
Founded in 2005, VERSAI WEALTH MANAGEMENT LLC is led by a team of experienced financial professionals who are dedicated to helping clients achieve financial success. The firm is registered with the Securities and Exchange Commission (SEC) and operates in compliance with all regulatory requirements.
Financial Advisor Disclosures to Know
As a registered investment advisor, VERSAI WEALTH MANAGEMENT LLC has a fiduciary duty to act in the best interests of its clients. This means the firm must disclose any potential conflicts of interest and always prioritize the client’s needs above its own. Additionally, the firm is required to provide clients with a Form ADV, which outlines its services, fees, and any disciplinary history.