Tamrah Bordini is a registered investment advisor at Belleair Wealth Management, LLC, based in Fort Mill, SC, with 1 years of industry experience. Tamrah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 147 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Belleair retains discretion to negotiate the management fee within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Location
885 Gold Hill Road, Suite 135, Fort Mill, SC, 29708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tamrah owns Antique Jewelry Love, LLC, an online retail boutique, since 2015. She spends a few hours per week purchasing and appraising jewelry for the business.
Employment History
Current Registrations
Belleair Wealth Management, LLC
Previous Registrations
Inspire Advisors, LLC
State Registrations2 states
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