MF
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Maike Foster

12 Years of Experience
Sarasota, FL

Maike Foster is a registered investment advisor at Elite Life Management LLC, based in Sarasota, FL, with 12 years of industry experience. Maike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 91 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
91 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$147.0M

Fee Structure

Investment management only (planning not offered)

Elite Life Management charges an annual investment advisory fee of up to 1.50% of the value of your investments. This fee is calculated at the end of each quarter and paid in advance for the next quarter. The fee may be higher depending on the complexity of your situation, such as specific reporting requirements or portfolio restrictions. Fees may be negotiable. Certain clients may be offered a fixed fee not to exceed the annual rate above.

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Location

2170 Main Street, Suite 401, Sarasota, FL, 34237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Elite Life Management LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Morgan Stanley
April 2021 - July 2024 · 3 yrs 3 mos
Morgan StanleyBroker
April 2021 - July 2024 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2013 - May 2021 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2013 - May 2021 · 7 yrs 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.