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

Sandwich, MA

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2017
Final
Financial
August 2017
Final
Financial
August 2017
Final
Other Business Activities

Christopher works as a solicitor/promoter for Belpointe Asset Management, LLC, a retail RIA. This activity is investment-related.

Employment History
Current Registrations
Belpointe Asset Management LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2020 - March 2022 · 1 yr 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.