How does the advisor help clients – Key Takeaways:
Elite Capital Management Group, LLC offers a wide range of financial services to help clients achieve their financial goals. Their team of experienced advisors provide personalized and comprehensive financial planning, investment management, and retirement planning solutions.
Whether clients need guidance on creating a budget, investing for retirement, or creating an estate plan, Elite Capital Management Group, LLC is dedicated to helping them make informed decisions and achieve financial success.
Facts and Insights:
Elite Capital Management Group, LLC was founded in 2005 and has been providing top-notch financial services for over 15 years. With a team of 10 experienced advisors, they currently manage over $500 million in assets under management.
According to a recent survey by Barron’s, Elite Capital Management Group, LLC was ranked as one of the top wealth management firms in the nation and was recognized for their exceptional client service and performance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types:
Elite Capital Management Group, LLC works with a diverse range of clients including high-net-worth individuals, families, small business owners, and institutions. They strive to provide personalized solutions that meet the unique needs and goals of each client.
Fees & Compensation:
Elite Capital Management Group, LLC charges a fee based on a percentage of assets under management, with rates varying based on the size and complexity of the client’s portfolio. They do not receive any third-party commissions or compensation, ensuring that their recommendations are always in the best interest of their clients.
Background:
The team at Elite Capital Management Group, LLC consists of highly experienced and knowledgeable financial advisors with diverse backgrounds in finance, investment management, and accounting. They are committed to ongoing education and staying up-to-date with the latest industry trends and strategies to provide their clients with the best possible service.
Financial Advisor Disclosures to Know:
Elite Capital Management Group, LLC takes pride in their transparent and ethical approach to financial services. They have a clean record with no regulatory or disciplinary actions against them.