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Bel Air Investment Advisors

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Bel Air Investment Advisors

Bel Air Investment Advisors

Bel Air Investment Advisors aims to help high-net-worth families meet their long-term investment goals. With offices in Los Angeles and San Francisco, the financial advisor firm offers guidance on estate planning, tax management, philanthropic strategy and more. It oversees more than $7 billion in assets.

Bel Air Investment Advisors Background

Bel Air Investment launched operations in 1997. It’s wholly owned by Fiera U.S. Holding, Inc. Its team currently features certified financial planners (CFPs), chartered financial analysts (CFAs), chartered alternative investment analysts (CAIA) and other professionals with industry designations. Some of its advisors have been quoted by industry leading financial publications such as Fox Business, Bloomberg and Barron’s. 

What Types of Clients Does Bel Air Investment Advisors Accept?

Bel Air works with the following client types: 

Bel Air Investment Advisors Minimum Account Size

Bel Air Investment generally seeks the business of individuals with at least $20 million in investable assets. But it may make exceptions at its discretion. 

Services Offered by Bel Air Investment Advisors

Bel Air Investment specializes in managing investments on behalf of its clients. The firm’s advisors create and monitor separately managed accounts (SMAs) that invest in individual securities like stocks and bonds. They also advise around mutual funds, exchange-traded funds (ETFs) and other pooled investment vehicles. 

The firm also specializes in providing guidance on: 

  • Pre-liquidity planning
  • Mortgages and lines of credit
  • Portfolio management
  • Tax management
  • Educational funding through 529 plans and more
  • Philanthropic strategy

It should be noted, though, that the firm’s financial planning services are limited to ones that involve investing. 

In some cases, Bel Air Investment may recommend the use of a sub-advisor.

Bel Air Investment Advisors Philosophy

Bel Air Investment focuses on helping clients grow and protect their assets by engaging in goals-driven investment strategies. The firm aims to customize portfolios by investing in securities based on the risk tolerance and long-term investment goals of its clients. 

The firm’s investment analysts apply various research methods such as fundamental analysis. This involves determining the true value of a company's stock by analyzing macroeconomic factors such as the state of its industry and the overall economy and micro economic factors like the financial health of the company and the structure of its management team. 

Fees Under Bel Air Investment Advisors

For investment advisory services, Bel Air Investment charges a management fee as a percentage of assets in the account. The firm generally charges an annual percentage ranging from 0.25% to 1.10% for equity strategies. For internally managed fixed-income strategies, the fee can span from 0.25% to 0.65%. 

Fees are negotiable. But they ultimately depend on factors like the size of the account, investment strategy and whether a sub-advisor is involved.

What to Watch Out For

Depending on the complexity of an account, Bel Air Investment may utilize the services of a sub-advisor. In such cases, the client will pay an asset-based fee to the sub-advisor in addition to Bel Air Investment’s management fee. 

These clients may also bear the additional expenses associated with pooled investment vehicles such as mutual funds. These may include expense ratios, management fees and more. Also, keep in mind that your account may face additional expenses such as custodial fees and brokerage commissions for certain transactions. 

Clients should carefully review all fee-related documents to make sure they understand all the fees. 

Moreover, Bel Air Investment shares affiliations with numerous financial services entities. This arrangement may incentivise Bel Air to recommend the products or services of these firms, thereby creating a potential conflict of interest. That said, Bel Air has a code of ethics that emphasizes its fiduciary duty to solely act in the best interests of its clients. 

Disclosures

Bel Air Investment had no disclosures to report in it most recent filings with the Securities and Exchange Commission (SEC). You can view the firm’s most current Form ADV on the SEC’s Investment Adviser Public Disclosure website.

Opening an Account With Bel Air Investment Advisors

To contact Bel Air Investment, call (310) 229-1500 or send an email to info@belair-llc.com. 

Where Is Bel Air Investment Advisors Located?

Bel Air Investments is headquartered at 1999 Avenue of the Stars, Suite 3200, Los Angeles, California 90067.

It also has an office located at 750 Battery Street, Suite 700, San Francisco, California 94111. 

Tips for Finding the Right Financial Advisor

  • Don’t have $20 million to invest? There are plenty of other financial advisors who can help you. Use SmartAsset’s pro matching tool to narrow the field. The interactive tool suggests up to three advisors in your area based on your needs and investment goals. It also gives you access to in-depth profiles, so you can compare and contrast advisors. 
  • Relying on someone to manage your assets takes a lot of trust. So make sure you find the right match. Ask advisors if they are fiduciaries. This means that they provide advice solely in your best interests or face legal consequences. 

All information was accurate as of the writing of this article.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research