Firm
Versalife Advisors
Jamaica, New York
Fee-only
Versalife Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its ongoing planning fee starts at $900 a year, below the New York median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Jamaica, New York |
|---|---|
| Website | versalifeadvisors.com |
| [email protected] | |
| Phone | (208) 410-3117 |
Versalife Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $900 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"For qualified clients, 1% AUM and 10% Performance with a 5% hurdle rate and high water mark." source
"We also take on non-qualified retail clients for a flat rate of $75 per month billed as $225 quarterly." source
"For qualified clients, 1% AUM and 10% Performance with a 5% hurdle rate and high water mark." source
"We also take on non-qualified retail clients for a flat rate of $75 per month billed as $225 quarterly." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 5 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 338270 |