B. W. Belisle Planning & Strategy Company offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They tailor a program for each client and do not use model portfolios.
Assets Under Management$17M
Clients30
Advisors1
Avg. per Client$550K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
B. W. Belisle Planning & Strategy Company offers two investment management fee options:
- Flat Fee Option: 1.00% of your portfolio per year.
- Integrated Fee Option: 0.75% of your portfolio per year, plus $1,000 annually ($250 per quarter).
These fees are negotiable depending on the client's needs and the complexity of their situation.
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