AS
CFP · ChFC

Andrew Austin Sherwin

12 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
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Advisor Information

Office location

10900 Wayzata Boulevard Suite 200, Minnetonka, MN, 55305

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew works as an insurance producer for American Heritage Group (dba Guardian Resources) since 2017, providing insurance sales and services. This activity takes about half of Andrew's time and includes some trading hours.

Employment History
Current Registrations
Belpointe Asset Management LLC
July 2019 - Present · 6 yrs 6 mos
Previous Registrations
Edward Jones
August 2014 - February 2015 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - September 2013 · 5 yrs 11 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Andrew Austin Sherwin - Financial Advisor | AdvisorDiscover