Belpointe Asset Management LLC
Assets Under Management
$6.0B
Number of Clients
6,529
Number of Advisors
160
Average Client AUM
$921K
AUM per Advisor
$37.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Belpointe Asset Management provides investment advice, including investment management and financial planning services to assist with college savings, retirement savings, retirement planning, income planning, preserving assets and growing assets. They also provide investment advice to investment companies and retirement plans.
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
Location
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521