Thaddeus Gilliam is a CFA, CFP-designated registered investment advisor at Verisail Partners, LLC, based in Chamblee, GA, with 15 years of industry experience. Thaddeus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 262 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated lower and/or VP may waive or reduce the $6,250 minimum fee. Legacy clients are not subject to the minimum fee.
Fee Estimator
Location
5256 Peachtree Road, Suite 170, Chamblee, GA, 30341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Verisail Partners, LLC
State Registrations2 states
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