Charles Balis is a registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 55 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
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2002Customer Dispute
March 2001Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
Balis Lewittes & Coleman, INC.Broker
Oppenheimer & CO., INC.Broker
Lehman Brothers IncorporatedBroker
Clark-Dodge & CO INCBroker
Balis & Zorn INC.Broker
Andresen & CO.Broker
Jas. H. Oliphant & CO., INC.Broker
Edwards & HanlyBroker
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.