A complete list of active advisors currently associated with Elitegate Wealth, LLC
Warmer can help you find a great advisor at Elitegate Wealth, LLC or one who fits your needs even better.
EliteGate provides discretionary wealth management and financial planning to individuals and high‑net‑worth clients, generally requiring a minimum relationship size of $500,000 (which the firm may waive). Services described in the brochure include ongoing portfolio management, retirement account advice, and both ongoing and stand‑alone financial planning delivered through model portfolios composed mainly of low‑cost mutual funds, ETFs, individual equities and bonds, with occasional use of alternative investments. The firm operates as a fiduciary and pursues a primarily long‑term investment approach informed by fundamental and cyclical analysis and an internal due‑diligence process, constructing and monitoring model allocations tailored to client goals and risk tolerance. EliteGate may rebalance, harvest gains or losses, or trade shorter term when needed to meet client objectives, sector views, tax considerations, or liquidity needs. Noteworthy distinctions are that EliteGate is also a licensed insurance agency and certain advisory personnel are registered representatives of a broker‑dealer, so insurance and commission‑based brokerage implementations may occur separately from its advisory business (the brochure states the firm will not collect both an ongoing advisory fee and a commission on the same assets). The firm is newly established and currently reports no assets under management while operating with three advisers and an affiliated private‑equity entity that may offer accredited‑investor opportunities; several advisers also disclose outside business activities such as consulting, rental property interests, and part‑time employment.
To learn more about the advisors currently working at Elitegate Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pflugerville, TX
| 0
| |
Pflugerville, TX
| 22
| |
Pflugerville, TX
| 0
|
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