Henry Pizzutello

Bellatore Financial offers several investment programs, each with its own fee schedule. Here's a breakdown:

Unified Managed Account Program (UMAP) and Capital Allocation & Management Program (CAM Program):

• Up to $250,000: 0.75% per year
• $250,000 to $500,000: 0.70% per year
• $500,000 to $1,000,000: 0.50% per year
• $1,000,000 to $2,000,000: 0.40% per year
• $2,000,000 to $5,000,000: 0.35% per year
• $5,000,000 and above: 0.25% per year

Some UMAP clients may be charged a fixed fee ranging from $100,000 to $500,000 depending on the relationship size, complexity, and level of service required.

Altius Select Investment Portfolios Program:

• Up to $250,000: 0.45% per year
• $250,000 to $500,000: 0.40% per year
• $500,000 to $1,000,000: 0.35% per year
• $1,000,000 to $2,000,000: 0.30% per year
• $2,000,000 to $5,000,000: 0.25% per year
• $5,000,000 to $10,000,000: 0.20% per year
• $10,000,000 to $20,000,000: 0.15% per year
• $20,000,000 and above: 0.10% per year