Belvedere Investments Corporation fees and pricing
Financial planner in Lenoir City, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Belvedere Investments Corporation charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“FINANCIAL CONSULTING Belvedere charges a fixed fee between $500 and $10,000 dependent upon the complexity of the Client’s specific situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Belvedere Investments Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the value of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Belvedere Investments Corporation’s fees compare
- Its flat or project fee of $500-$10,000 spans the Tennessee median of $3,000. 67% of the 89 other Tennessee planners that publish a flat or project fee charge less.
About Belvedere Investments Corporation
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $37,692
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335195
- Phone
- (865) 375-3027
Other planners in Tennessee that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.