Elite Wealth Management offers asset management on a wrap fee basis, financial planning, and consulting services. They focus on helping clients develop and execute plans to build and preserve wealth. They offer a financial plan called the “Memories and Milestones Retirement Road Map” for retirement planning. They can also work with clients to create an Investment Policy Statement to guide their wealth management program.
Assets Under Management$150M
Clients983
Advisors4
Avg. per Client$160K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
- Comprehensive financial plan - $500, may be negotiable depending on the client's circumstances.
- Up to two planning sessions per year - $250 annually.
One-Time Plan:$500
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