Elite WealthCare LLC offers investment advice tailored to individual needs, including discretionary portfolio management and financial planning. They work with individuals, high net worth individuals, corporations, and other businesses. Financial planning services range from broad-based to single-subject planning. They primarily advise on equity securities, corporate debt, CDs, variable life insurance, variable annuities, mutual funds, U.S. government securities, money market funds, REITs, and ETFs.
Fee Structure
Elite WealthCare LLC manages investment portfolios for a fee based on the value of your portfolio. There is a minimum annual fee of $200 to open and maintain an advisory account, which may be waived. For accounts over $20,000, the annual fee ranges from 1% to 1.5% for portfolios up to $1,000,000, and 0.85% to 1% for portfolios over $1,000,000. For accounts under $20,000, the annual fee is $150-$300. The fee is calculated monthly, based on the portfolio balance at the end of the billing period.