Bellatore Financial provides asset management services to financial advisory businesses across the U.S. Bellatore offers turn-key asset management programs to independent registered investment advisors, customized outsourcing centered on business management, back-office support, investment solutions and wealth planning. Bellatore also provides investment management and model portfolio solutions to the clients of the advisory firms that partner with Bellatore.
Fee Structure
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