Edward Moore
Edward Moore is a registered investment advisor at Belpointe Asset Management LLC, based in Fort Collins, CO, with 25 years of industry experience. Edward 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
Fort Collins, CO
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Regulatory History (1)
Customer Dispute
September 2021Other Business ActivitiesSells Insurance
Edward is an insurance agent providing insurance products and services, dedicating about a quarter of his time to this activity. He also owns a portion of Family Legacy Consulting and has a pass-through company called Love U Moore, spending minimal time on these ventures.
Employment History
Current Registrations
Belpointe Asset Management LLC
Fortis Capital Advisors, LLC
Previous Registrations
Mountain Financial Capital
Regulus Advisors, LLCBroker
American Portfolios Financial Services, INC.Broker
Regal Investment Advisors LLC
First Financial Advisors, LLC
First Financial Advisors, LLC
Householder Group Financial Advisors, LLC
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Afs Brokerage, INC.
Falco Financial Services, INC.
Afs Brokerage, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Morgan Stanley
Morgan Stanley Dw 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.