Elite Focus Private Wealth, LLC logo

Elite Focus Private Wealth, LLC

Updated today

Client AUM

$15,030,785

Clients

5

Advisors

1

of 1 employees

About

Elite Focus Private Wealth is an independent registered investment adviser that manages roughly $15.2 million for a small, primarily individual client base as well as select businesses, institutions and charitable organizations. The firm provides discretionary portfolio management, retirement-account advice and financial planning, using investments such as individual equities, bonds, mutual funds, ETFs and unit investment trusts.

The firm’s process emphasizes fundamental analysis and a predominantly long-term orientation while tailoring asset allocation and portfolio construction to each client’s goals and risk tolerance; it may also implement strategies through unaffiliated money managers or the SEI Advisor Guided platform. Financial planning is offered both as one‑time engagements and as ongoing retainer relationships, with regular reviews and reporting and advisory fees billed through qualified custodians.

A distinctive feature is that the firm’s principal also maintains a licensed insurance practice and may receive customary commissions for insurance product implementations, a potential conflict disclosed in the brochure. The inclusion of charitable organizations among its client types is another less-common practice for firms of this profile, and the adviser discloses institutional relationships with Schwab and SEI that provide platform services and other economic benefits.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

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Fee options

Percentage

$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.90% annually $1,000,001 - $5,000,000: 1.80% annually $5,000,001 - $10,000,000: 1.70% annually $10,000,001 - $30,000,000: 1.60% annually $30,000,001 - $50,000,000: 1.50% annually $50,000,001+: 1.00% annually

Subscriptions

Monthly or quarterly retainer for ongoing financial planning services ranging from $5,000 to $10,000 annually

Other

Fee-only: Financial planning fees: $500 to $5,000 upfront; $5,000 to $10,000 annual retainer (monthly or quarterly invoiced)

Main office

Chicago IL

Advisors at this office

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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