VersaLife Advisors provides active, discretionary investment management services primarily for individuals and families, holding client accounts at Charles Schwab. VersaLife Advisors specializes in biotechnology companies, alongside smaller allocations to semiconductor firms and the nuclear power industry. The investment approach utilizes bottom-up research, reviewing financial statements, clinical trial data, technical analysis, and options strategies. VersaLife Advisors offers two pricing structures depending on client qualifications: a flat monthly fee for retail clients, or a combination management and performance fee arrangement for qualified clients who meet specific net worth or investment thresholds under federal regulations. VersaLife Advisors provides occasional, incidental financial guidance on budgeting or retirement accounts upon request, but comprehensive financial planning is not a core service offering.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1.00% annual management fee applies only to qualified clients and is assessed alongside a 10% performance fee on net profits. Retail clients instead pay a flat fee of $75 per month.