Belpointe Asset Management offers investment advice and financial planning services, including investment management, college savings, retirement planning, and income planning. Belpointe typically manages investments on a discretionary basis, meaning they can buy and sell securities in your account without necessarily consulting you in advance. Belpointe also has a wrap fee program.
Assets Under Management$6B
Clients6,529
Advisors170
Avg. per Client$920K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
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.
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Location
170 Advisors at this firm
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