Beltramo Financial Services offers personalized financial planning and investment management. Services include determining financial objectives, identifying problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Clients make the final investment decisions. Larry Beltramo is the principal owner.
Assets Under Management$50M
Clients48
Advisors1
Avg. per Client$1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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