Belvedere Investments Corporation provides investment advice to individuals, high net worth individuals, trusts, estates, business entities, and charitable organizations. Belvedere offers ongoing asset management services and financial consulting on topics such as retirement strategy, cash flow analysis, and estate preservation. Clients can impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1M+ | 1.00% |
Annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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