FA
FA

Fernando Arrue

11 Years of Experience
Middletown, CT

Fernando Arrue is a registered investment advisor at Elite Capital Management Group, LLC, based in Middletown, CT, with 11 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
16 clients
Average Client Portfolio
$21.9M average
Assets Under Management
$350.9M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Elite Capital Management Group's fees range from 0.05% to 0.85% annually, based on negotiation with the client and the complexity of their needs. A subadvisor, GWK, charges an additional fee of 0.15% to 0.18% annually, which is included in the client's monthly fee calculation.

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Location

212 Old Farms West, Middletown, CT, 06457

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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 Capital Management Group, LLC
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2013 - August 2015 · 2 yrs
State Registrations1 state
CT
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.