Elite Wealth Management designs custom investment portfolios and provides comprehensive financial planning services for individuals and high net worth clients. Elite Wealth Management helps clients with retirement planning, tax strategies, estate planning, cash flow management, risk management, and employee benefits optimization. Founded in 2021 and led by Certified Financial Planner William Holliday, the firm tailors its services to each client's specific financial goals and risk tolerance. Elite Wealth Management operates as a registered investment advisor legally required to act in your best interest, charging fees based on the value of your portfolio or through project-based and hourly fees.
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% |
Annual fees are negotiable and are paid quarterly in arrears based on the average daily balance.