CB

Charles Edward Balis

54 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Hourly Rate:Up to $500/hr

Fees are negotiable and may differ from client to client based upon services provided, investment strategies utilized, the amount of assets to be managed, portfolio composition, the scope and complexity of the engagement, the anticipated number of meetings and servicing needs, related accounts, anticipated future additional assets, the professional(s) rendering the service(s), prior relationships with Belpointe and/or your Advisor and negotiations with the client. Fees cannot exceed 2.5% annually. Hourly fees shall not exceed $500.00 per hour. Fixed fees are negotiable and shall vary based on the nature and extent of the services agreed to be rendered. A technology fee of $40 is charged annually per account.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingRetirees
Loading...

Advisor Information

Office location

500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521

Get directions
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2002
Settled
Customer Dispute
March 2001
Settled
Employment History
Current Registrations
Belpointe Asset Management LLC
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2012 - January 2019 · 6 yrs 4 mos
Wells Fargo Clearing Services, LLC Broker
March 2008 - January 2019 · 10 yrs 10 mos
UBS Financial Services INC. Broker
March 2004 - March 2008 · 4 yrs
Balis Lewittes & Coleman, INC.Broker
October 1993 - April 2004 · 10 yrs 6 mos
Oppenheimer & Co., INC.Broker
October 1976 - August 1978 · 1 yr 10 mos
Lehman Brothers IncorporatedBroker
April 1974 - September 1976 · 2 yrs 5 mos
Clark-Dodge & CO INCBroker
November 1973 - May 1974 · 6 mos
Balis & Zorn INC.Broker
August 1973 - November 1993 · 20 yrs 3 mos
Andresen & CO.Broker
November 1972 - November 1973 · 1 yr
Jas. H. Oliphant & Co., INC.Broker
August 1971 - December 1972 · 1 yr 4 mos
Edwards & HanlyBroker
February 1971 - August 1971 · 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.