Advisor at Elite Capital Services, LLC
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Firm
Elite Capital Services, LLC
Location
Folsom, CA 95630
Credentials
Series 63, Series 65
Industry experience
27 years
Marios Gregoriou is a financial advisor with Elite Capital Services, LLC in Folsom, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Elite Capital Services since 2008. Elite Capital Services provides wealth and portfolio management along with separate financial planning and consulting engagements on a fixed-fee or hourly basis. The firm serves individuals, trusts, estates, businesses, charitable organizations, pension and profit-sharing plans, and financial institutions, employing a mix of fundamental and technical analysis, proprietary models, and risk-management tools to build and monitor client portfolios.
Based on Elite Capital Services, LLC
Based on Elite Capital Services, LLC
Financial planning or consulting services with fixed fees ranging from $500 to $5,000
$0 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.05% annually $10,000,001+: 0.90% annually
Financial planning or consulting services billed at $350/hour
Account minimum: $500,000 Minimum fee: $500 minimum annual investment management fee, may be modified or waived at firm's discretion Fee-only: Investment management fees based on assets under management; financial planning fees charged separately on hourly or fixed fee basis
101 Parkshore Drive,, Suite 215
Folsom, CA 95630
California
Elite Capital Services
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate 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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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