American Elite Advisory gathers information to assess a client's investment needs. They offer customized asset allocation models based on the client's financial situation and risk profile. They use sub-advisor relationships with AssetMark Trust Company and American Funds Service Company. They also administer annuity policies through Jackson National Life Insurance Company and use value and technical strategies.
Assets Under Management$20M
Clients73
Advisors5
Avg. per Client$280K
Avg. per Advisor$4M
www.americaneliteadvisory.com ·www.linkedin.com/company/369294/admin/feed/posts ·www.texaseliteadvisory.com
Fee Structure
Investment management only (planning not offered)
American Elite Advisory charges different fees depending on the investment platform used:
- Separately managed accounts: 2% annually (negotiable)
- AssetMark Trust Company: 1.10% annually (negotiable)
- American Funds: 1% annually (not negotiable)
- Jackson National Life Insurance Company (annuities): Up to 1.5% annually (negotiable)
Loading...