Brandon
Yee
Versant Capital Management, Inc
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About this Advisor
Brandon Yee is a financial advisor operating out of Phoenix, Arizona, with 8 years of relevant experience. Yee is on the advisory team at Versant Capital Management, Inc. Over the course of their career, Yee has held roles at The Vanguard Group, Inc and Versant Capital Management. Yee maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Versant Capital Management, Inc is a business that has its headquarters in Phoenix, AZ. It oversees $755 million in assets across its 1,220 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 1,220 customer accounts, 46% are associated with high-net-worth investors who have greater than $1 million in assets. Versant Capital Management, Inc provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Versant Capital Management, Inc most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Versant Capital Management, Inc Brokerage Details
$754,759,854
18
1,220
$618,656
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Brandon Yee Work History
Brandon has been registered as a financial advisor for 8 years.*
Versant Capital Management
The Vanguard Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Yee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Versant Capital Management, Inc
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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