Bellatore Financial, INC.
Assets Under Management
$565.5M
Number of Clients
584
Number of Advisors
1
Average Client AUM
$968K
AUM per Advisor
$565.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bellatore Financial provides turn-key asset management programs, customized outsourcing for business management, back-office support, investment solutions, and wealth planning to independent registered investment advisors. They also offer investment management and model portfolio solutions to the clients of these advisory firms.
Fee Structure
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.
Areas of Practice
Location
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380