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.
515 Grove Street, Suite 3C, Haddon Heights, NJ, 08035
Get directionsCharles is an advisor for multiple employer 401k plans at Kinetic K Plans and a registered representative at Fortune Financial Services, dedicating about half his time to the latter. He is also CEO and COO of Davidken Corporation, which includes insurance sales, spending minimal time on this role.