EliteGate Wealth offers wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. EliteGate creates customized investment strategies and manages portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering areas like retirement, estate, and education planning. EliteGate may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 3.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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