Our Founding Principles:
Elite Wealth is an independent, fee-only, fiduciary advisory firm based in Colorado.
The highest legal duty of one to another, being a fiduciary requires an advisor to act ethically and in the client’s best interests. We serve as a fiduciary in every aspect of our client relationships.
As an independent advisory firm, we aren't limited to a restrictive list of funds. Instead, we rely on unbiased research to determine where our clients' money is best invested during various market cycles.
Our only compensation is from our clients. We don't receive any commissions or kick backs, thus aligning our objectives with those of our clients. Our maximum annual advisory fee is 1.20%. How We're Paid ->