Belvedere Investments Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,692
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$9,423
About
Belvedere Investments Corporation provides discretionary asset management and financial consulting to high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm’s brochure notes it does not serve typical retail (non–high-net-worth) individual clients, a scope that is uncommon among independent advisers.
Investment programs are implemented on a discretionary basis and employ fundamental and technical analysis, asset allocation, thematic investing, and options trading, with client accounts reviewed at least quarterly. Financial consulting is offered on a project basis for topics such as retirement strategy, cash flow analysis, and estate preservation, with deliverables provided within stated timeframes.
Noteworthy aspects include a very small scale of operations — the brochure reports four clients and roughly $37,692 in discretionary assets — and that the firm’s principal spends substantial time in an outside insurance business and may offer insurance products for separate compensation, a disclosed conflict of interest. The firm also recommends Interactive Brokers for custody and leaves proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
$500 to $10,000 depending on complexity
$0 - $999,999: 1.25% $1,000,000+: 1.00%
Main office location
Belvedere Investments Corporation
Lenoir City TN, United States
Number of offices
1
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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