How Does BELLEAIR WEALTH MANAGEMENT, LLC Help Clients?
BELLEAIR WEALTH MANAGEMENT, LLC provides comprehensive financial management services to help clients achieve their financial goals and secure their financial futures. The company offers a diverse range of financial services and strategies tailored to meet individual needs and objectives.
Key Takeaways:
- Comprehensive financial management services
- Diverse range of financial services and strategies
- Individualized approach to meet clients’ needs and objectives
Facts and Insights
BELLEAIR WEALTH MANAGEMENT, LLC was founded in 2005 and has been providing expert financial advice to clients for over 15 years. As of 2020, the company has over $500 million in Assets Under Management (AUM) and a team of experienced advisors dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500+ | 10+ |
Financial Services Offered
BELLEAIR WEALTH MANAGEMENT’s financial services cover a wide spectrum of needs, from retirement planning and investment management to tax planning and estate planning. With a focus on long-term financial success, the company offers personalized strategies and solutions to help clients reach their financial goals.
Client Types
BELLEAIR WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, and small business owners. The company’s team of advisors has the expertise to address the unique financial needs and goals of each client, regardless of their financial background or stage in life.
Fees & Compensation
BELLEAIR WEALTH MANAGEMENT, LLC operates on a fee-based compensation structure, which means that the company charges a percentage of the client’s AUM as its advisory fee. This incentivizes the team of advisors to grow clients’ portfolios and aligns their interests with those of their clients.
Background
BELLEAIR WEALTH MANAGEMENT, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This requires the company to adhere to a fiduciary standard, which means that it is legally obligated to act in the best interests of its clients. This distinction sets BELLEAIR WEALTH MANAGEMENT apart from many other financial firms, as it places the clients’ interests above its own.
Financial Advisor Disclosures to Know
There are no relevant disclosures or disciplinary actions to disclose for BELLEAIR WEALTH MANAGEMENT, LLC or its advisors. The company prioritizes transparency and openness with its clients and maintains a clean and ethical track record.