Elite Wealth Partners provides investment advice and financial planning services. They use a ten-step evaluation process to determine client needs, including investment portfolio reviews, insurance reviews, social security planning, and estate planning. Elite Wealth Partners also offers a sub-advisor program where they select third-party investment managers to manage client assets. They provide financial planning and consulting services, including written financial plans and consultations.
Fee Structure
Elite Wealth Partners uses sub-advisors to manage client accounts. The annual fee for asset management services ranges from 0.25% to 1.8%, with additional fees charged by the sub-advisors, up to a maximum of 2.5%. These fees are negotiable based on factors like client type, complexity, and assets under management.