| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kaleb is the owner and CEO of Elite Wealth Advisors, where he focuses on the wholesale/distribution of fixed annuities and life insurance products, dedicating about half of his time. He also owns McCarty Marketing Inc., where he works as an insurance sales and consultant, and Funderfull, LLC, a business consulting firm, dedicating minimal time to each.