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Elite Financial, Inc.
SEC-regulated
Registered investment advisor
Elite Financial, Inc. is an independent investment advisor established in 2017 by Ryan Skinner, offering Investment Advisory Services and Financial Planning & Consulting. The firm provides discretionary Investment Advisory Services, including portfolio management, trading, rebalancing, and monitoring tailored to each client. Financial Planning & Consulting Services cover investment and retirement planning, budgeting, and addressing life transitions. Elite Financial charges a flat rate of 1.50% per year for Advisory Fees, which may be discounted based on service complexity. Clients may pay fees through direct payments or Advice Pay. The firm does not charge performance-based fees and serves various client types without a minimum account size requirement. Investment strategies include long-term purchases, short-term purchases, margin transactions, and options. Elite Financial does not have a disciplinary history and acts as a fiduciary, prioritizing client interests. Ryan Skinner, the owner, has a background in finance and is the Chief Compliance Officer overseeing all supervision. For more information, clients can contact Elite Financial at 208.746.2007.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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