FAQ's
- Do you offer a no cost, no obligation initial consultation?
Yes, we offer a 15-minute introductory “meet and greet” call. Its a casual conversation to get to know what is most important to you and what you are looking for in a financial relationship. If we determine we are a fit for each other, we will proceed to 30 minutes to 1 hour goal-based meeting where we create a roadmap for working together. When you choose Elite Wealth Group, our goal is to be your financial partner for life, not just for a transaction!
- How much does it cost to work with Elite Wealth Group?We want you to have the option of how you pay for your services. At Elite wealth group, we offer advisory accounts where your cost of service is a flat 1.15% on the first $1 Million dollars of collective assets managed. These costs are tiered down from there as additional asset thresholds are met. We also offer transactional brokerage accounts where you pay by transaction. In some cases, you may have both type of account types. Our goal is to align your cost structure with the value you are getting for our services.
- Can my friends and family in other states work with you?
YES, at Elite Wealth Group, we believe geography should not be a barrier to good financial advice. Utilizing the latest technology, we can service clients in any US state. After a qualifying conversation, If necessary, we’ll hop on a plane, shake your hand and meet with you face to face.
- Do you have account minimums?
At Elite Wealth Group, we believe in giving personalized attention to our current clients and solving their complex financial needs. With this level of detail and attention, we can’t serve everybody. Our asset minimum of $500,000 (or ability to reach that level within the first couple years) ensures we always have ample time to proactively serve our client’s needs. Exceptions can be made after an initial consultation.