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.

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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