Belzberg Investments, operating as Belzberg & Co., provides investment advisory services to high net worth individuals and families, as well as investment funds. Belzberg & Co. and its affiliated relying advisor, Everberg Capital, identify and evaluate investment opportunities, negotiate terms, manage investments, and achieve dispositions. Belzberg & Co.'s strategies are tailored to each client's goals and risk tolerance, employing both liquid and illiquid investments across debt and equity.
Fee Structure
Belzberg & Co. generally charges high net worth clients an advisory fee based on the value of their portfolio, invested capital, or a flat fee. The specific fee structure is negotiable and depends on the makeup of the client's investment portfolio. For some clients, Belzberg & Co. may also charge a performance fee based on a percentage of net profits or unrealized gains.