Elite Retirement Group offers asset management on a wrap fee basis, financial planning, and consulting services. The firm focuses on helping clients develop and execute plans to build and preserve wealth. They offer retirement planning services to pre-retirees and retirees, providing a detailed financial plan called the “Memories and Milestones Retirement Road Map”. For retirement plans, they analyze the current plan structure, custodian, investments, and fees.
Assets Under Management$170M
Clients999
AdvisorsN/A
Avg. per Client$170K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are for retirement plan services and include services as an ERISA section 3(38) fiduciary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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