Scott Roberts
Scott Roberts is a CFA-designated registered investment advisor at Belvedere Direct Lending Advisors, LLC, based in Marietta, GA, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Belvedere Direct Lending Advisors offers several fee structures for its services:
- Asset-based: 0.25% of the amount you invest per year.
- Performance fee only: 4.00% of the net total return.
- Blended: 0.125% of the amount you invest per year, plus 2.00% of the net total return.
For clients who only want access to Belvedere Direct Lending Advisors' list of private debt offerings, the charge is $300,000. For all other account types, there is an upfront fee of $150,000, with another $150,000 due three months later when the search results are delivered. This $300,000 fee will be discounted from fees owed to Belvedere Direct Lending Advisors after three years of being a client.
Location
1205 Johnson Ferry Road, Suite 136-361, Marietta, GA, 30068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Belvedere Direct Lending Advisors, LLC
State Registrations1 state
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