Elite Focus Private Wealth provides investment advice and financial planning to individuals, high net worth individuals, institutions, businesses, and charitable organizations. Elite Focus creates customized investment strategies based on client goals, risk tolerance, and financial situations. They may use individual stocks and bonds, unit investment trusts, exchange-traded funds, and mutual funds. Elite Focus may also recommend unaffiliated money managers. Financial planning services cover areas like retirement, savings, insurance, and education.
Assets Under Management$12M
Clients5
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$12M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.50% |
| $5M+ | 1.00% |
For Clients using the SEI Advisor Guided Platform, additional fees are incurred ranging up to .10%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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