Company Profile
General Information& Regulation
BELLMONT is an investment advisory corporation that offers a wide range of investment projects and assistance with financial intermediaries. The corporation, full of excellent investment advisers, was registered at Bellmont Securities Suite 5 Level 9, 70 Phillip St Sydney NSW 2000 Australia for more than 10 years with the trademark of Bellmont Securities Pty Ltd.
Services
BELLMONT offers three major types of investment portfolio including Diversified Model Portfolio, Bespoke Portfolio Solutions, and Consolidated Equities Portfolio with various investment projects, besides, as for the Consolidated Equities Portfolio, it is composed of the 'Core' and the 'Satellite', with approximately 50% of the portfolio allocated to each. Moreover, the company also set up a project of portfolio consulting for TeamInvest members with optimal suggestions and instant execution. Whats more, it also provides a seamless and all-encompassing solution for solicitors handling shares including share sales, share transfers to beneficiaries, extraction of shareholding information, and dividend repayments with different fees.
Fees & Charges
Various projects have various fees, here we take two projects, for example, for instance, the consulting for TeamInvest members is $21,000 + GST per annum and $20 or 0.12% + GST for the brokerage. Concerning the Consolidated Equities Portfolio, the investment management fee is - 0.35% pa (plus GST) *.
Customer Support
Please call at +61280421990 or e-mail at admin@bellmontsecurities.com.au on weekdays from 8:30 am to 5:00 pm in Australian Eastern Standard Time if traders have any questions about investment.
Risk Warning
A high level of risk is involved in investments. Establishing your Investment targets understanding of risk and trading experience is key to maintaining a good trading experience. Losing more than your initial investment is highly possible, so do not invest money you cannot afford to lose.
