Belmont Private Wealth offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing an investment policy and managing a portfolio. Financial planning covers areas like cash flow, debt management, college savings, estate planning, insurance, retirement planning, and tax strategies. Belmont Private Wealth is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$190M
Clients29
Advisors3
Avg. per Client$6.6M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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