Belgrave Square Advisors offers financial planning on topics like cash flow, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. They start with an initial interview to discuss your situation, goals, and the services they can provide. If you choose to work with them, you'll sign a client agreement, and they'll analyze your financial needs and goals.
Assets Under Management$37M
Clients21
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The asset-based fee is based on a blended tier. The combined annualized asset-based fee will not exceed three percent of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...