Colleen Giffin is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Macon, GA, with 22 years of industry experience. Colleen 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
596 Byars Dr., Macon, GA, 31210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Colleen is a chapter board member for the Knoxville Chapter Accounting & Financial Women's Alliance and a contractor providing accounting and bookkeeping services for N A Jones & Associates. Both activities take a few hours per week.
Employment History
Current Registrations
Belpointe Asset Management LLC
Beall Financial Planning, INC.
Previous Registrations
Beall Financial Planning, INC.
State Registrations2 states
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.