Belmont Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belmont Financial serves individual investors and small business clients, providing discretionary investment management and financial planning. The firm operates on a fee-only basis and commonly bills as a percentage of assets while implementing client accounts through qualified discount custodians.
The investment approach emphasizes globally diversified portfolios implemented primarily with no-load mutual funds, closed-end funds, and ETFs, using periodic rebalancing and both fundamental and technical analysis to guide allocations. Relationships are tailored to client risk tolerance and long-term goals, with most assets managed on a discretionary basis and financial planning often provided to investment-management clients at no additional charge.
Noteworthy aspects include a practice founded in 1992 that manages a comparatively large asset base for a firm of its size and enforces a $500,000 account minimum (household aggregation applies), which contributes to a relatively concentrated client roster. The firm is strictly fee-only, does not sell commissioned products or take custody of client funds, does not vote client proxies, and participates in institutional custodian programs that provide operational and technology support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001+: 0.60%
Account minimum: $500,000 Fee-only: Fee-only firm; compensation is only paid directly by clients; no commissions or finder’s fees accepted.
Main office
Charlestown MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Belmont Financial · Belmont Financial, LLC · Belmont Financial/Belmont Financial Planning · Durant, Michael George
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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