Elite Life Management provides customized investment advice to individuals, high net worth individuals, trusts, estates, and other registered investment advisors. Elite works with clients to understand their goals, risk tolerance, and financial situation to create a suitable investment portfolio. Elite primarily uses a long-term investment strategy, investing in ETFs, mutual funds, individual stocks, and bonds. Elite acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Elite Life Management charges an annual investment advisory fee of up to 1.50% of the value of your investments. This fee is calculated at the end of each quarter and paid in advance for the next quarter. The fee may be higher depending on the complexity of your situation, such as specific reporting requirements or portfolio restrictions. Fees may be negotiable. Certain clients may be offered a fixed fee not to exceed the annual rate above.