Elite Financial Group (EFG) provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. EFG creates a personalized Investment Policy Statement for each client. EFG may request authority to make trades without asking you first. EFG generally advises on mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$30M
Clients86
Advisors1
Avg. per Client$350K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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