Belmont Financial offers investment management and financial planning services. For investment management, clients establish accounts at a brokerage firm and grant Belmont Financial authority to make trades. Financial planning advice covers investments, retirement, insurance, taxes, and estate planning. Belmont Financial is a fee-only firm, meaning it's only compensated by clients and doesn't sell financial products or receive commissions.
Assets Under Management$91M
Clients65
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Certain long-term clients may have a different fee schedule which is no longer in use. Fees are subject to negotiation and account minimums may be modified based upon certain criteria such as anticipated future additional assets, pre-existing client relationship, pro-bono activities, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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