Top financial advisors in Lewiston, ID
We’ve curated a list of the best financial advisors in Lewiston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$156,303,759
Number of advisors
1 advisors
| $156,303,759 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lewiston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lewiston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Elite Financial, Inc.
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.
$156,303,759 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lewiston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lewiston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.