Belonging Wealth Management provides investment management and financial planning services to individuals. They develop personalized investment plans based on client goals and risk tolerance. Financial planning covers areas like retirement, tax, estate, investment analysis, cash flow, debt management, risk management, and employee benefits. They also offer tax preparation services.
Assets Under Management$11M
Clients18
Advisors2
Avg. per Client$600K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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