Bellevue Asset Management is an independent firm offering investment advice and financial planning. They work with clients to understand their goals and develop a customized financial plan, which serves as a roadmap for their investment strategy. Bellevue Asset Management manages investments on a discretionary basis, meaning they can make trades without asking you first, based on your agreed-upon investment strategy.
Assets Under Management$390M
Clients219
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$200M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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