Elite WealthCare manages investment portfolios and provides financial planning and consulting services for individuals, high net worth individuals, corporations, and businesses. Elite WealthCare creates personalized strategies using fundamental analysis, modern portfolio theory, and long- and short-term purchase strategies. Clients can choose portfolio management services, which involve the firm making trades on their behalf without asking first, or standalone financial planning and consulting services. Elite WealthCare tailors all advice to each client's specific financial situation, goals, risk tolerance, and time horizon.
Assets Under Management$2.9M
Clients26
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 1.50% |
| $20K - $1.0M | 1.50% |
| $1M+ | 1.00% |
For accounts under $20,000, the annual fee is a flat $150 to $300. Fees are negotiable and billed monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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