Belleair Asset Management manages investment portfolios using mutual funds and ETFs, and may include individual equity securities in certain situations. Belleair also offers financial planning services covering areas like retirement, taxes, insurance, and estate planning. Belleair may use third-party managers for fixed income portfolios. Belleair works with clients to determine their investment objectives and risk profile.
Assets Under Management$210M
Clients120
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M+ | 0.35% |
Fees may be negotiable based on family relations or individual circumstances including account size, potential future account growth, business relationships and the level and scope of the services requested.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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