Elite Life Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,613,701
Clients
86
Advisors
4
across 2 offices
About
Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a range of clients, including individual and high-net-worth investors, trusts, estates, legal entities, charitable organizations, retirement plans and other registered investment advisers. Portfolios are constructed using ETFs, mutual funds, individual stocks and bonds and, when appropriate, limited partnerships or private placements.
The firm follows a fundamental, generally long-term investment approach tailored to each client’s goals, risk tolerance and circumstances, with periodic rebalancing and ongoing monitoring; it may also trade shorter-term to meet client needs or market conditions. Elite uses model portfolios and sub-advisory services provided by an affiliated adviser and may retain legacy positions or recommend alternative investments for tax or portfolio-fit reasons.
Elite’s brochure discloses several uncommon affiliations for a team firm, including an affiliated broker-dealer (HBK Sorce Brokerage LLC), an affiliated accounting firm (Hill, Barth & King LLC d/b/a HBK CPAs & Consultants), an affiliated SEC-registered adviser that provides sub-advisory and model-portfolio services (HBK Sorce Advisory LLC d/b/a HBKS Wealth Advisors), and Park Shore Partners LLC, which serves as general partner/sponsor of affiliated private-placement funds. The firm also shares ownership and personnel overlap with Elite Life Consulting LLC and other HBK Sorce entities; the brochure describes these relationships and the potential conflicts of interest they create while noting clients are not obligated to use affiliated services.
Client services
Expertise
Occupation focus
Fee options
Fees may be charged at a fixed amount per year, sometimes billed in arrears
Up to 1.50% annually, billed quarterly in advance based on assets under management at the end of the prior calendar quarter
Account minimum: Elite generally does not impose a minimum relationship size. Minimum fee: Fees may also be charged at a fixed amount per year; certain Clients may be offered a fixed fee not to exceed the annual rate above Fee-only: Elite is a fee-only advisory firm compensated solely by its Clients; does not receive commissions or compensation from product sponsors or third parties
Main office
See office2725 Colonial Ave
Erie PA 16505
Advisors at this office
3
Offices (2)
Most active in
Florida · Pennsylvania · Texas
Also doing business as
Elite Life Management LLC · Hbk Sorce Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan W
CFP®, ChFC®, Series 66
Erie, PA
Elite Life Management LLC
Ryan Williams is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Elite Life Management LLC and has prior experience with Bank of America and Merrill Lynch. Outside of his advisory role, he is a published author of a personal book about travel and a silent partner in an athletic training facility. Elite Life Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered advisers, using a fundamental, generally long-term investment approach tailored to client needs.
Stephanie T
Series 63, Series 66
Erie, PA
Elite Life Management LLC
Stephanie Terbrock is a financial advisor at Elite Life Management LLC in Erie, PA, with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Merrill and Wells Fargo Clearing Services. Elite Life Management provides discretionary and non-discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a fundamental, generally long-term investment approach tailored to client goals and risk tolerance, utilizing ETFs, mutual funds, individual stocks and bonds, and alternative investments when appropriate.
Jeremy S
Series 66
Erie, PA
Elite Life Management LLC
Jeremy Shelby is a financial advisor at Elite Life Management LLC in Erie, PA, with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Motion Group Sports. In addition to his advisory work, he owns Elite Life Consulting, a branding solutions business serving athletes, entrepreneurs, and professionals. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to client goals, with portfolios constructed using ETFs, mutual funds, stocks, bonds, and alternative investments when appropriate.
Maike F
Series 66
Sarasota, FL
Elite Life Management LLC
Maike Foster is a financial advisor at Elite Life Management LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Bank of America, and Merrill. Foster is based in Sarasota, FL. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a fundamental, generally long-term investment approach tailored to client goals and risk tolerance, using a variety of investment vehicles including ETFs, mutual funds, individual stocks and bonds, and private placements.
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