Axel Bellars
Axel Bellars is a registered investment advisor at Bellars Harris Wealth Management, based in Virginia Beach, VA, with 7 years of industry experience. Axel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 299 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment management services fee ranges up to 1.50%.
Fee Estimator
Location
4429 Bonney Rd., Suite 530, Virginia Beach, VA, 23462-3881
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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
Axel is the owner of AJB Holdings Inc. and a 5% owner of Bellars Harris Wealth Management, LLC. He also serves as a power of attorney and works as a financial advisor for Consolidated Planning Corporation, dedicating a few hours per week to this role.
Employment History
Current Registrations
Bellars Harris Wealth Management
Previous Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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