Firm
Verisail Partners
Chamblee, Georgia
Fee-only
Facts
| Based in | Chamblee, Georgia |
|---|---|
| Website | verisail.com |
| [email protected] | |
| Phone | (404) 220-7662 |
Verisail Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"First $250,000 1.50% Fee" source
"Minimum Annual Fee: $7,500" source
"$750k+ investable assets" source
"Our Services include investment management, financial planning, and ongoing financial planning." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $284 million |
| Individual clients | 262 |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 153751 |