Michael
Bellis
Vertex Partners
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About this Advisor
Michael Bellis is a certified financial planner based out of Downers Grove, Illinois who has 1 year of relevant experience. Bellis currently works for Vertex Partners. Their career trajectory has included roles at Lpl Financial LLC, Highpoint Advisor Group, LLC Dba Vertex Planning Partners, LLC and Vertex Planning Partners, LLC. Bellis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Illinois. Vertex Partners is a financial advisory business based in Downers Grove, IL. It oversees $481 million in total assets between its 1,772 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to two charitable organizations. Of its 1,772 client accounts, 27% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on which service is offered. Fees billed by Vertex Partners most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vertex Partners Brokerage Details
$481,067,168
14
1,772
$271,483
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Bellis Work History
Michael has been registered as a financial advisor for 1 years.*
Vertex Planning Partners, LLC
Lpl Financial LLC
Highpoint Advisor Group, LLC Dba Vertex Planning Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Bellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vertex Partners
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
