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.
7350 E. Progress Place, Suite 100, Greenwood Village, CO, 80111
Get directionsEdward is an insurance agent providing insurance products and services, dedicating about a quarter of his time to this activity. He also owns a portion of Family Legacy Consulting and has a pass-through company called Love U Moore, spending minimal time on these ventures.