Bellatrice Wealth
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About
Bellatrice Wealth is a fee-only advisory firm that provides wealth management and financial planning services to individuals and high-net-worth clients. The firm offers ongoing investment advice, written comprehensive financial plans, and monitoring of held-away accounts (such as 401(k)s and 529 plans), and generally applies a $500,000 account minimum that may be reduced or waived on a case-by-case basis.
The firm’s investment approach combines modern portfolio theory with a mix of passive and active fund selections and employs fundamental, cyclical, and charting analysis to inform asset-allocation and security choices. Investment management is provided on a non‑discretionary basis—clients approve trades—and planning engagements typically cover topics such as retirement projections, college savings, business planning, and employee benefits.
Distinctive for a recently registered firm with no assets under advisement to date, Bellatrice Wealth emphasizes delivering both financial planning and individual portfolio management, services that are relatively uncommon for firms at this stage. Its principal is a CFP® professional with prior institutional experience and maintains a separate financial coaching business that may lead to client referrals, and the firm does not act as a private fund adviser.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.25% $1,500,001 - $2,500,000: 1.00% $2,500,001 - $4,000,000: 0.90% $4,000,001+: 0.80%
Account minimum: $500,000 Fee-only: Fee-only firm, compensation solely from clients; no commissions or other sales-related compensation.
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Bellatrice Financial · Bellatrice Financial LLC · Bellatrice Wealth · Bellatrice Wealth LLC · Ellatrice Wealth
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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