CM
CFP

Corby Mitchell Mastalir

17 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

14301 FNB Parkway, Suite 100, Omaha, NE, 68154

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Corby sells life insurance, disability, long-term care, and fixed annuities. This takes minimal time.

Employment History
Current Registrations
Belpointe Asset Management LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Prairie Wealth Advisors, INC.
April 2017 - June 2024 · 7 yrs 2 mos
Cambridge Investment Research, INC.Broker
December 2014 - January 2017 · 2 yrs 1 mo
Financial West GroupBroker
July 2012 - December 2014 · 2 yrs 5 mos
Northwestern Mutual Investment Services, LLC Broker
April 2008 - July 2012 · 4 yrs 3 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.