Belleair Wealth Management offers wealth management services designed to help clients achieve financial stability, security, and independence. Belleair identifies clients' standards of living and lifestyle expectations through an initial Discovery Meeting. Belleair recommends an investment strategy and asset mix suitable for clients' investment goals, expectations, and risk tolerance. Belleair's management strategies utilize a mix of equity, fixed-income, ETFs, mutual funds, and cash/cash equivalent securities.
Assets Under Management$110M
Clients147
Advisors5
Avg. per Client$770K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
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
Your Portfolio Value
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Estimated Annual Fee
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