Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
Superior, WI
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew works as a hockey referee for the Minnesota State High School League and Wisconsin Interscholastic Athletic Association, dedicating a few hours per week. He also serves as a board member for the Seaway Hockey Referee Association, a service provider for Belpointe Services LLC (taking about half of his time), owner of Liebaert Advisory Group, Inc., and treasurer for SAHA (Superior Amateur Hockey Association).