James Brett Belliston

CFP

Andina Family Offices

23 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning

Andina Family Offices

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

582 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$50K

Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

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History

Regulatory History (2)

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Customer Dispute

October 2013

Denied

Employment Separation After Allegations

July 2005

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Other Business Activities

James is involved in several LLCs, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners, primarily serving as a managing member or having ownership stakes related to private partnerships. He also acts as a consultant for Glenwood Events Center LLC.