Two Core Services

Financial Planning and Investment Management

Fee Schedule

Transparency builds trust. There are no hidden fees when you plan and invest with Verisail.

Financial Planning

Verisail’s planning fees range from $2,000 to $5,000 based on the complexity of the plan. The fee is mutually agreed upon before the planning process begins.

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Investment Management

Our investment management fee is based upon a percentage of assets and is billed quarterly. See below for more detail.

Investment Management Fee Schedule

Market Value of Portfolio

First $250,000
Next $1.75 million
Next $3 million
Amounts over $5 million

Percentage Fee

1.5%
1.00%
.75%
.50%

The percentage fee detailed above includes:

  • Analysis of current position
  • Ongoing financial planning
  • Asset allocation study
  • Selection of investments
  • Performance measurement
  • Rebalancing
  • Tax loss harvesting
  • Periodic review meetings