Bellatore Financial, Inc., located in The Woodlands, Texas, offers comprehensive asset management programs, turnkey solutions, and portfolio strategies to independent registered investment advisors and individual investors. Founded in 2007, Bellatore provides multiple investment programs including the Unified Managed Account Program, the Capital Allocation & Management Program, and the Altius Select Investment Portfolios Program. These programs utilize open-architecture structures, exchange-traded funds, mutual funds, and model portfolios designed to match varying investor risk tolerances from conservative to aggressive. Bellatore focuses on Scientific Portfolio Theory, blending modern portfolio principles, money management insights, and behavioral finance. Bellatore also acts as investment manager for the HFG Opportunity Fund. Individual clients access Bellatore's services through their independent financial advisors, who collaborate with Bellatore to build and monitor customized portfolios held at independent custodians such as Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Schedule reflects the primary UMAP and CAM Program fees. The Altius Program has a separate lower fee schedule starting at 0.45% down to 0.10%. Fees may be adjusted based on client type, asset class, family relationships, and portfolio complexity.