Elite Wealth Management provides investment advice to individuals, high net worth individuals, and other financial services firms. Elite works with clients to determine their risk tolerance and investment needs, developing a personalized investment plan. Elite manages several investment strategies, investing in ETFs, individual equities, alternative investments, and options. Elite may recommend investments in private funds managed by its affiliate, Lattice Capital Management LLC.
Assets Under Management$1B
Clients542
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$500M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Elite may take a Client’s aggregate assets under management with Elite (including assets invested in the Lattice Funds) into consideration when determining the Client’s management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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