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How We're Paid

Simple, Fair, & Transparent: Clients pay decreasing rates as their portfolio values increase:


Our Fee Schedule:

Asset Level
Annual Fee
$0 - $500,000
1.20%
$500,001 - $1,000,000
1.00%
$1,000,001 - $2,000,000
0.80%
$2,000,001 +
0.60% 

*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.