About ELITE CAPITAL SERVICES, LLC
Founded in 2005, ELITE CAPITAL SERVICES, LLC is a premier financial advisory firm offering comprehensive financial services to clients. The team at ELITE CAPITAL SERVICES, LLC consists of experienced financial professionals who are dedicated to providing personalized and tailored solutions to help clients achieve their financial goals.
ELITE CAPITAL SERVICES, LLC offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and more. The firm is committed to helping clients make sound financial decisions by providing them with the necessary tools and information.
How does the advisor help clients – Key Takeaways:
- ELITE CAPITAL SERVICES, LLC provides personalized and tailored financial solutions to help clients achieve their financial goals.
- The firm offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and more.
- The experienced team at ELITE CAPITAL SERVICES, LLC is dedicated to providing clients with the necessary tools and information to make informed financial decisions.
Facts and Insights
Here are some key numbers and insights about ELITE CAPITAL SERVICES, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
ELITE CAPITAL SERVICES, LLC serves a diverse range of clients including:
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
ELITE CAPITAL SERVICES, LLC charges a fee based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of the clients. The firm may also receive compensation from mutual funds and other investment products recommended to clients.
Background
ELITE CAPITAL SERVICES, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. The firm has since grown to include a team of 10 financial professionals who are committed to providing the best financial solutions for clients.
Financial Advisor Disclosures to Know
ELITE CAPITAL SERVICES, LLC operates under a fiduciary duty, meaning that the firm must act in the best interests of its clients at all times. The firm also has a code of ethics and conducts background checks on all its advisors to ensure a high standard of professionalism and integrity.