Versailles Financial, LLC

Overview

Versailles Financial, LLC is a small, independent registered investment adviser that focuses on advisory services for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its business model leans toward fee arrangements that include percentage-of-assets, hourly and fixed-fee engagements, and other fee structures, giving flexibility for both ongoing wealth management and project-based planning work. Investment activity centers on liquid public vehicles—mutual funds and similar pooled investments—combined with fixed-income instruments and insurance-based products. The firm does not identify as an active ESG investor, and it operates as a single-office, single-state adviser rather than a multi-state or capital-allocating platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices