Elite Financial provides investment advisory services, including portfolio management and trading, and financial planning and consulting services. Financial planning includes investment and retirement planning, budgeting, and advice for life transitions. Elite Financial typically recommends mutual funds and exchange-traded funds, but may also use stocks, bonds, and other investments. They also offer estate planning services through a third-party technology company.
Assets Under Management$270M
Clients439
Advisors1
Avg. per Client$620K
Avg. per Advisor$270M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be discounted depending on complexity of services, amount of service required for planning, trading and/or overall servicing of accounts and total assets for each customer. Cash flows greater than $10,000 in or out of the account(s) will be pro-rated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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