Elite Asset Management offers investment advice and manages assets for individuals and high net worth individuals through a wrap fee program. They create investment model portfolios based on your financial situation, goals, and risk tolerance. The firm offers strategic and tactical investment management styles. Strategic asset allocation sets long-term targets and rebalances periodically. Tactical management makes proactive changes based on market conditions. The firm manages assets on a discretionary basis, meaning they can make trades without your express permission.
Assets Under Management$1.5M
Clients10
Advisors1
Avg. per Client$150K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.00% |
| $100K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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