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Andrew Bellamah

Bnb Wealth Mangagement, LLC
12 Years of Experience
Riverview, FL
Broker
View SEC Summary
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Andrew Bellamah is a registered investment advisor at Bnb Wealth Mangagement, LLC, based in Riverview, FL, with 12 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 480 clients with $260M in assets under management.

Bnb Wealth Mangagement, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
480 clients
Average Client Portfolio
$551K average
Assets Under Management
$264.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%. Fees are negotiable based on account complexity, asset size, and client relationship history.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Riverview, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is an investment advisor representative at BNB Wealth Management LLC, dedicating nearly full-time hours to client contact, portfolio management, and financial planning. He also serves as CEO of SalonRenter, spending minimal time launching and operating the website, and manages properties for 4557 Northgate, LLC and Bench Partners, dedicating minimal time to each.

Employment History
Current Registrations
Bnb Wealth Mangagement, LLC
April 2014 - Present · 12 yrs 6 mos
Capitol Securities Management, INC.Broker
March 2014 - Present · 12 yrs 7 mos
Capitol Securities Management, INC.
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Capitol Securities Management, INC.
April 2014 - December 2015 · 1 yr 8 mos
State Registrations7 states
DCFLGAMAMDNYVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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