BR

Belinda Louise Ramberg

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Loading...

Advisor Information

Office location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Apella Wealth
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Clearlogic Financial, INC.
June 2023 - May 2024 · 11 mos
Alexandria Financial Associates, Ltd.
July 1999 - October 2002 · 3 yrs 3 mos
State Registrations2 states
CTVA
Advisor
Exams
No exam information available for this advisor.