Elite Wealth Management (EWM) manages investment portfolios based on individual client needs and goals. EWM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. EWM also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$1.1M
Clients35
Advisors1
Avg. per Client$31K
Avg. per Advisor$1.1M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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