How does the advisor help clients – Key Takeaways:
Versatile Capital Management L.L.C. is a trusted financial management firm that helps clients grow their wealth and achieve their financial goals. With a team of experienced and knowledgeable advisors, Versatile Capital Management provides expert advice and personalized strategies to help clients maximize their investments and navigate the complex world of finance.
Facts and Insights
As of 2019, Versatile Capital Management has $2.5 billion in assets under management, with a team of 15 advisors and over 20 years of experience in the industry. Their strong track record of success and dedication to their clients has made them one of the top financial management firms in the country.
With a focus on diversification and risk management, Versatile Capital Management offers clients a wide array of financial services to help them meet their needs and achieve their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $2.5 billion | 15 |
Financial Services Offered
- Portfolio Analysis and Management
- Retirement Planning
- Estate Planning
- Tax Planning and Management
- Insurance and Risk Management
- College Savings Plans
- Financial Education and Guidance
- And more…
Client Types
Versatile Capital Management serves a diverse range of clients, including high net worth individuals, families, business owners, and institutions. They understand that each client has unique financial goals and needs, and they tailor their services and strategies accordingly.
Fees & Compensation
Versatile Capital Management is a fee-only firm, meaning they do not receive commissions or compensation from third parties. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of assets under management, with rates decreasing as the amount of assets increases. They also offer hourly and project-based fees for certain services.
Background
Versatile Capital Management was founded in 1998 with a simple mission: to provide expert financial advice and guidance to help clients achieve their goals and live their best financial lives. Their team of advisors has a wealth of experience and education, and they are committed to staying up-to-date on industry trends and best practices.
Financial Advisor Disclosures to Know
Versatile Capital Management prides itself on its transparency and ethical practices. They have a clean disciplinary record and always strive to act in their clients’ best interests. They are registered with the Securities and Exchange Commission (SEC) and are held to high fiduciary standards.