Azelia Betancourt
Azelia Betancourt is a registered investment advisor at Galliott Capital Advisors, LLC, based in Beverly Hills, CA, with 11 years of industry experience. Azelia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 302 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Galliott Capital offers two investment management services:
- Asset Management: The maximum annual fee is 1.50%, negotiable, billed quarterly based on the average daily balance.
- Comprehensive Portfolio Management: The maximum annual fee is 1.75%, negotiable, billed quarterly based on the average daily balance. This service includes financial planning or consulting services.
If a third-party money manager is chosen, Galliott Capital's fees are in addition to the third-party manager's fees. Galliott Capital also manages private investment vehicles and receives fees for these services.
Location
9401 Wilshire Blvd., Ste 705, Beverly Hills, CA, 90212
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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 →Other Business Activities
Azelia is a financial advisor at Insigneo Advisory Services, LLC, focusing on portfolio creation and asset allocation. She is also dually registered with Galliot Capital Advisors LLC, spending about 10-20% of her time on this activity since June 2021.
Employment History
Current Registrations
Galliott Capital Advisors, LLC
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Morgan StanleyBroker
Morgan Stanley
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
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.