Besart Beluli is a registered investment advisor at Trivium Point Advisory, LLC, based in Wilton, CT, with 2 years of industry experience. Besart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 850 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trivium Point Advisory charges an annual fee based on the value of your investments. This fee is negotiable and typically ranges from 0.10% to 1.25% per year. The fee is calculated based on the value of your investments at the end of the previous quarter. For clients referred to an external manager, the fee will be deducted from the client's account with the external manager, and a portion will be provided to Trivium Point Advisory. Fees for the Institutional Intelligent Portfolios platform also range from 0.10% to 1.25% annually.
Location
40 Danbury Road, Suite 301, Wilton, CT, 06897
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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
Trivium Point Advisory, LLC
Previous Registrations
Altium Wealth Management LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
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.