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  3. Fees

Fees

Our fee's are calculated based on the below tiers.

AUM ($)

Advisor Fee (%)

Folio Fee (%)

Total Fee (%)

0 – 100,000

0

25

.25

100,000.01 – 500,000

.90

.25

1.15

500,000.01 – 1,000,000

.80

.20

1.00

1,000,000.01 – 3,000,000

.70

.15

.85

3,000,000.01 – UP

.65

.10

.75

 

 

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  •   10 N. Martingale Rd. Suite 400, Schaumburg, IL 60173
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  •   info@eliteassetmgmt.com

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