TS
CFP
TS
CFP

Taylor Stanfill

15 Years of Experience
Chamblee, GA

Taylor Stanfill is a CFP-designated registered investment advisor at Verisail Partners, LLC, based in Chamblee, GA, with 15 years of industry experience. Taylor 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
262 clients
Average Client Portfolio
$958K average
Assets Under Management
$251.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $2.0M1.00%
$2.0M - $5.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5256 Peachtree Road, Suite 170, Chamblee, GA, 30341

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Verisail Partners, LLC
May 2014 - Present · 12 yrs
Previous Registrations
Ronald Blue & CO. LLC
February 2011 - May 2014 · 3 yrs 3 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.