Versalife Advisors fees and pricing
Financial planner in Jamaica, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, Versalife Advisors charges a monthly fee of $75 and a quarterly fee of $225 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $75/mo
“Retail Clients – Flat Fee (Quarterly in Arrears) Retail clients are billed $75 each month, billed at the end of the quarter (typically $225 per quarter).”
- Quarterly fee
- $225/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Versalife Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees described below are billed quarterly (i.e., after the quarter has ended) but may be assessed at different times.”
- “The fee is billed entirely separately from the client’s investment account and collected via ACH or other method authorized in the advisory agreement.”
- “Qualified Clients Only – Asset-Based Fee + Performance Fee (Quarterly in Arrears) Certain qualified clients may be eligible for a management fee and performance fee arrangement.”
About Versalife Advisors
“From time to time, the Firm may provide general financial guidance to existing advisory clients on an incidental, value-added basis (for example, general observations about budgeting, retirement accounts, insurance considerations, or personal financial organization).”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $35,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338270
- Phone
- (208) 410-3117
Other planners in Jamaica that publish fees
- Barak Asset Management LLCJamaica$100-$300/hr, $1,000
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.