Elite Capital Services provides wealth and portfolio management services to clients, including financial goal setting, risk assessment, and strategic asset allocation. They also offer financial planning services on a fixed fee basis, covering areas like retirement plan analysis, education funding, and estate plan review. Clients are not required to use Elite Capital for investment management if they receive financial planning services.
Assets Under Management$54M
Clients70
Advisors1
Avg. per Client$770K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 0.90% |
Client investment management fee is determined in accordance with the above standard fee structure, with exceptions negotiated on a case-by-case basis at Elite Capital’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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