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.
1014 Market Street, Suite 100, Kirkland, WA, 98033
Get directionsAli is the owner of Elite Accounting and Financial Services Inc, a full-service accounting firm, and is responsible for its daily operations. Ali is also involved in multiple real estate partnerships, serves as CEO and CCO of Elite Wealth Management Inc, and manages Lattice Capital Management LLC, which runs several hedge funds.