Verisail Partners provides comprehensive financial planning and investment management services to individuals, families, businesses, and institutions. The firm focuses on creating initial financial plans as a foundation, followed by ongoing financial planning and investment management. Investment strategies center on a factor-based approach using exchange-traded funds, mutual funds, and individual securities, with discretionary authority typically granted for accounts held at Charles Schwab and Nationwide. Verisail Partners also offers workplace retirement plan consulting and specialized services such as held-away asset management for accounts like 401(k) plans.
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 and the $6,250 minimum annual fee may be negotiated or waived in certain circumstances. Family assets may be aggregated for fee breakpoints.