Elite Capital Services manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. Elite Capital Services focuses on capital preservation, strategic asset allocation, and proprietary investment models to help clients reach their financial goals. Services include retirement planning, tax strategies, estate planning, education funding, and portfolio management. The firm works primarily with individuals and high-net-worth clients, requiring a minimum investment of $500,000.
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% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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