Top financial advisors in Chamblee, GA
We’ve curated a list of the best financial advisors in Chamblee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$187,443,000
Number of advisors
5 advisors
| $187,443,000 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Chamblee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chamblee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$187,443,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Chamblee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chamblee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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