Angelina Bellochio
Angelina Bellochio is a registered investment advisor at 3sisters Sustainable Management, INC, based in Hillsborough, NC, with 7 years of industry experience. Angelina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $110M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Total client fees will not exceed 3% of assets under management when a third-party investment adviser is used. Special advisory services may charge up to 2.00% of the assets under management.
Fee Estimator
Location
Hillsborough, NC
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 Activities
Angelina is the interim CFO/Controller for InfiniteWorkflow Corporation, a workflow technology provider, since 2018. She participates in team meetings, updates QuickBooks, and issues payments to vendors, dedicating minimal time, and receives no compensation or ownership interest.
Employment History
Current Registrations
3sisters Sustainable Management, INC
State Registrations1 state
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.