Verisail Partners (VP) provides financial planning and investment management services to individuals, families, businesses, and institutions. For individuals, VP offers initial financial planning, investment management, and ongoing financial planning. VP manages investments based on your risk tolerance, time horizon, and goals. VP also advises on held-away assets like 401(k)s. For businesses, VP offers retirement plan consulting and investment management.
Assets Under Management$250M
Clients262
Advisors5
Avg. per Client$960K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,250
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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