Charles Gorenberg
Charles Gorenberg is a ChFC-designated registered investment advisor at Belpointe Asset Management LLC, based in Haddon Heights, NJ, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
515 Grove Street, Suite 3C, Haddon Heights, NJ, 08035
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1994Other Business ActivitiesSells Insurance
Charles is an advisor for multiple employer 401k plans at Kinetic K Plans and a registered representative at Fortune Financial Services, dedicating about half his time to the latter. He is also CEO and COO of Davidken Corporation, which includes insurance sales, spending minimal time on this role.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Fortune Financial Services, INC.Broker
Bcg Securities, INC.Broker
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Chaslyn Financial Group, INC.
The O.N. Equity Sales CompanyBroker
Capital Strategies LimitedBroker
Monaco Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.