American Elite Advisory manages investment portfolios for individual investors and high-net-worth clients, offering customized asset allocation strategies based on each client's specific risk profile and financial goals. The firm utilizes multiple investment approaches, including discretionary programs through AssetMark Trust Company, investments in American Funds, administration of fee-based annuities through Jackson National Life Insurance Company, and direct value and technical stock strategies focusing on large-cap, dividend-paying, and multi-national U.S. equities. Clients can place restrictions on trading frequency or asset concentrations. American Elite Advisory operates with discretionary authority to manage accounts and conducts periodic reviews of client portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rate shown is for separately managed accounts (2.0% annual fee, negotiable). Other program rates apply: AssetMark at 1.10%, American Funds at 1.0%, and Jackson National annuities up to 1.5%.