Elite Capital Management Group works exclusively with credit unions, providing investment advice and automated accounting and reporting. Elite manages employee benefits pre-funding programs, charitable donation accounts, and portfolios consisting of permissible securities. The firm customizes investment advisory services to the individual needs of each client and allows clients to impose restrictions on their accounts.
Assets Under Management$350M
Clients16
Advisors2
Avg. per Client$22M
Avg. per Advisor$180M
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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