Jeffrey Belmonte is a CFP-designated registered investment advisor at Summitview Advisors, based in Belmont, MI, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 93 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. Management fees may be waived if the client pays a planning subscription fee and has less than $250,000 in assets.
Fee Estimator
Contact
Jeffrey Belmonte
Location
Belmont, MI
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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 →Employment History
Current Registrations
Summitview Advisors
Previous Registrations
Advanced Asset Management L.L.C.
Commonwealth Financial Network
Wachovia Securities Financial Network, LLC
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.
Exams
Additional Information
Jeff has worked in financial services and investment management for over 15 years. Previously, he coached at the highest levels of collegiate athletics for more than a decade. Jeff has always had a coaching and pioneering spirit. He has completed several certifications and trainings focused on leadership development. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a BA from Aquinas College with dual majors in Economics and Business Administration