Elite Wealth Management, INC.
Assets Under Management
$996.1M
Number of Clients
542
Number of Advisors
2
Average Client AUM
$1.8M
AUM per Advisor
$498.0M
Compensation
Fee-Only (AUM)
About This Firm
Elite Wealth Management offers investment advisory services, consulting with clients to determine risk tolerance and investment needs. They develop investment plans based on client-provided information and manage accounts interactively. Services include asset allocation, portfolio construction, and ongoing investment management, utilizing various investment strategies and potentially recommending investments in affiliated Lattice Funds.
Fee Structure
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.
Areas of Practice
Location
1014 Market Street, Suite 100, Kirkland, WA, 98033