Belle Isle Advisors is an investment advisory firm offering discretionary and non-discretionary portfolio management, model portfolios, asset allocation, and strategic advisory services. Belle Isle Advisors helps clients manage their investments and navigate complex financial situations. The firm also offers consulting services covering financial analysis, economic research, and exit strategy planning. Services are tailored to individuals, high-net-worth clients, trusts, estates, retirement accounts, businesses, and nonprofit organizations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable. Nonprofit clients may be charged a flat annual fee of 0.50%, and friends-and-family clients may be charged 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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