Henry John Pizzutello

Bellatore Financial, INC.

7 Years of Experience

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Firm Information

Bellatore Financial, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

584 clients

Average Client Portfolio

$968K average

Assets Under Management

$565.5M

Fee Structure

Minimum Investment:$25K

Bellatore offers several programs (UMAP, CAM, Altius) with tiered advisory fees based on household assets. For UMAP and CAM, fees range from 0.75% on the first $250,000 to 0.25% for assets over $5,000,000. Altius fees range from 0.45% on the first $250,000 to 0.10% for assets over $20,000,000. Some UMAP clients may be charged a fixed fee between $100,000 and $500,000. Clients also incur custodian and broker-dealer charges.

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Areas of Practice

Investment Management

Advisor Information

Office location

1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380

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Regulatory History (1)

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