Verisail Partners, LLC

Verisail Partners, LLC is a financial planning and investment management firm based in Chamblee, GA. Established by Thaddeus Gilliam, Scott Voigt, and Taylor Stanfill, the firm offers services for individuals and businesses. For individual clients, services include Initial Financial Planning (IFP) and Investment Management (IM), with a focus on financial planning, retirement income planning, portfolio analysis, and asset allocation. Verisail Partners acts as a fiduciary, adhering to the CFP Board’s Standards of Professional Conduct. The firm typically requires a minimum account size of $500,000 and charges fees based on a tiered structure, with an annual "All-in" fee ranging from 0.50% to 1.50% based on the market value of the portfolio. Clients may grant Verisail Partners discretionary authority over their investments, allowing the firm to make decisions on securities transactions and asset allocation. The firm primarily utilizes Charles Schwab & Co., Inc. for custodial and brokerage services. Verisail Partners emphasizes a disciplined approach to investment management, focusing on asset allocation and risk management. Clients receive ongoing financial planning services and regular reviews of their accounts to ensure alignment with their financial goals. The firm does not charge performance-based fees and has no disciplinary events to report.