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Charles Gorenberg

Belpointe Asset Management LLC
37 Years of Experience
Haddon Heights, NJ
1 DisclosureSells Insurance
View SEC Summary
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Charles Gorenberg is a ChFC-designated registered investment advisor at Belpointe Asset Management LLC, based in Haddon Heights, NJ, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B in assets under management.

Belpointe Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
7,604 clients
Average Client Portfolio
$997K average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

515 Grove Street, Suite 3C, Haddon Heights, NJ, 08035

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1994
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is an advisor for multiple employer 401k plans at Kinetic K Plans and a registered representative at Fortune Financial Services, dedicating about half his time to the latter. He is also CEO and COO of Davidken Corporation, which includes insurance sales, spending minimal time on this role.

Employment History
Current Registrations
Belpointe Asset Management LLC
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Fortune Financial Services, INC.Broker
February 2019 - May 2025 · 6 yrs 3 mos
Bcg Securities, INC.Broker
January 2013 - February 2019 · 6 yrs 1 mo
Lincoln Financial Securities CorporationBroker
June 2011 - January 2013 · 1 yr 7 mos
Lincoln Financial Securities Corporation
June 2011 - June 2011 · 0 mos
Chaslyn Financial Group, INC.
March 2008 - December 2019 · 11 yrs 9 mos
The O.N. Equity Sales CompanyBroker
August 1992 - June 2011 · 18 yrs 10 mos
Capital Strategies LimitedBroker
August 1991 - August 1992 · 1 yr
Monaco Securities, INC.Broker
October 1988 - August 1991 · 2 yrs 10 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
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