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

Valrico, FL

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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

Adam is an insurance producer with Belpointe Insurance LLC since 2016, selling life, accident, and health insurance. He spends minimal time on this activity.

Employment History
Current Registrations
Belpointe Asset Management LLC
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
Intervest International, INC.
March 2016 - December 2016 · 9 mos
Intervest International Equities CorporationBroker
January 2016 - December 2016 · 11 mos
Metlife Securities INC.
May 2010 - December 2015 · 5 yrs 7 mos
Metlife Securities INC.Broker
May 2010 - December 2015 · 5 yrs 7 mos
Edward Jones
June 2007 - December 2009 · 2 yrs 6 mos
Edward Jones Broker
May 2007 - December 2009 · 2 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Adam Jose Saldana - Financial Advisor | AdvisorDiscover