Elite Wealth Management charges a standard investment management fee of 1.00% of assets under management for direct clients. Fees are negotiable. They also provide model portfolios through third-party manager platforms with fees ranging from 0.20% to 0.60% annually, depending on the level of service and assets. Clients are responsible for custody/brokerage fees charged by Schwab or Interactive Brokers. Lattice Funds charge separate management and performance-based fees.
1750 112th Ave. NE, Suite D-154, Bellevue, WA, 98004
Get directionsTerry is the President/Owner of Edmonds Devoted Family Care LLC, dedicating minimal time. Terry is also a real estate agent, spending a few hours per week on this investment-related activity.