Elite Data Solutions provides customized investment management and financial planning services to individuals and small businesses. Elite Data Solutions builds long-term portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to each client's specific risk tolerance and goals. In addition to ongoing portfolio management, Elite Data Solutions offers comprehensive financial planning covering asset allocation, business planning, cash flow, education planning, retirement income planning, and risk analysis. Elite Data Solutions operates as a registered investment advisor based in Houston, Texas, and serves clients on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $300K | 1.00% |
| $300K - $500K | 0.90% |
| $500K+ | 0.80% |
Accounts under $100,000 pay a flat fee of $100 per month ($1,200 annually, which equates to 1.20% at the $100k threshold and higher percentages for smaller balances). Fees are negotiable at the sole discretion of the advisor.