Elite Investment Advisors provides investment advice using stocks, exchange traded funds, and money market funds. Elite is a trading-oriented firm that typically invests in fifteen or fewer securities. Elite offers portfolio management, investment consulting, investment education, and investment newsletter services. The firm manages accounts for individuals, trust accounts, and businesses.
Assets Under Management$610K
Clients7
Advisors1
Avg. per Client$87K
Avg. per Advisor$610K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 4.72% |
| $500K - $1000K | 4.64% |
| $1M+ | 4.56% |
Fees are for cash accounts. Margin account fees are higher. Fees are negotiable. Firm also offers performance-based fee schedules for qualified clients with a minimum account size of $300,000 and a minimum of $1,100,000 under management to qualify for performance-based fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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