Belleros Capital Management offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services, such as risk assessment, investment planning, and estate planning. Belleros Capital Management provides these services through Investment Advisory Representatives to accounts opened with them.
Assets Under Management$4.3M
Clients8
Advisors1
Avg. per Client$540K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. Consulting services are included in these fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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