At Belmont Capital Advisors, we believe in doing things differently.
We don’t offer one-size-fits-all solutions because we know that everyone’s financial circumstances are unique. We understand that when we provide our clients with the best investment opportunities possible, everyone wins. And, above all else, we believe in treating our clients like family.
That’s why we’re proud to announce that we will be waiving the fees on our three most popular signature packages. Because at Belmont Capital Advisors, it’s not about charging our clients each step of the way. It’s about building lasting relationships and legacies that last for generations.
If you’re interested in signing up for one of our complimentary packages, fill out the form on this page, or feel free to call our Belmont office and speak to one of our experts. No matter how you choose to connect, we’ll be here for you.
Securities offered through Kalos Capital, Inc. member FINRA and SIPC and investment advisory services offered through Kalos Management, Inc. both located at 11525 Park Woods Circle, Alpharetta, GA 30005 (678)-356-1100. Belmont Capital Advisors, Inc. is neither an affiliate nor a subsidiary of either Kalos Capital Inc. or Kalos Management, Inc. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.
Please note that the presenter can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution. Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.
There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. Kalos does not claim that any investor will achieve the same result as any endowment, institution, or other investor. Kalos’ Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, Kalos representatives do not earn both advisory fees and brokerage commissions on the same assets.
Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.