John Bellino
John Bellino is a ChFC-designated registered investment advisor at Colomb Investment Management Company, LLC, based in Fort Myers, FL, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colomb Investment Management Company (CIMCO) charges a fee based on the amount of your portfolio. The annual fee can range from 0% to 2% of your portfolio, depending on whether a third-party manager is used and the scope of the engagement. The maximum fee for accounts managed directly by CIMCO is 1.5%. Fees are generally negotiable. Payment is typically due quarterly in advance.
Location
14090 Metropolis Ave., Suite 205, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent since 1986, selling life and disability insurance, dedicating minimal time to this activity. He also owns Bellino Financial Coaching LLC since 2022, selling fixed insurance and annuity products, which takes nearly full-time hours.
Employment History
Current Registrations
Colomb Investment Management Company, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.