Belleair Wealth Management Fees & Minimum

Overview

Headquarters: Belleair Bluffs, FL
Total Firm Assets: $111 million
Average High-Net-Worth Client Portfolio Size: $3.0 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-10-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.00%
$500,001	$1,000,000	1.50%
$1,000,001	$2,000,000	1.00%
$2,000,001	and above	0.85%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$17,500	1.75%
$5 million	$53,000	1.06%
$10 million	$95,500	0.96%
$50 million	$435,500	0.87%
$100 million	$860,500	0.86%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 67.73%
Number of High-Net-Worth Clients: 25
Total Client Accounts: 384
Discretionary Accounts: 384

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 131666

DISCLOSURE BROCHURE (2026-10-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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