Simple, Fair, & Transparent

Clients pay decreasing rates as their portfolio values increase

Asset Level
Annual Fee
$0 - $500,000
$500,001 - $1,000,000
$1,000,001 - $2,000,000
*This is a tiered fee schedule. Client balances will be billed at the corresponding levels, creating a blended effective rate.  Fees are based upon a percentage of assets under management with Elite Wealth. Fees are paid monthly in arrears and deducted directly from client accounts.  Minimum household account size is $500,000; Elite Wealth reserves the right to waive the minimum.  
Example fee calculation: $3,000,000 investment account
fee calculation
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Is Elite Wealth right for you?

We generally serve families with $500k or more in retirement/investment assets. Our clients are seeking a trusted advisor to oversee investment decisions and retirement planning. Schedule a meeting to explore our services:

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