Elite Wealth Management (EWM) is an independent investment advisory firm that manages investment portfolios based on your individual goals, risk tolerance, and time horizon. EWM requires clients to complete a Risk Profile to determine a suitable investment allocation. EWM also offers financial planning services such as retirement planning and cash flow management on an as-needed basis to investment management clients.
Assets Under Management$73M
Clients73
Advisors1
Avg. per Client$1M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
This is a tiered fee schedule. Client account balances will be billed at the corresponding levels, thus creating a blended effective rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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