Elite Income Advisors offers financial planning and portfolio management services. Financial planning covers cash flow, tax, retirement, portfolio, insurance, education savings, and estate analysis. Portfolio management is tailored to client needs, using model portfolios from sub-advisers. EIA also offers pension consulting services. Clients can choose to accept or reject recommendations and are not required to purchase insurance products from EIA's associated persons.
Assets Under Management$150M
Clients581
Advisors5
Avg. per Client$260K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.80% |
| $2M+ | 1.70% |
An added 0.15% may be applied to the management fee for certain model providers who specialize in more aggressive trading strategies. All accounts will also be assessed a $50 annual administrative and technology fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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