Kenneth Quiat
Kenneth Quiat is a registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 23 years of industry experience. Kenneth 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 (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Kenneth is a licensed educator with AD Banker, LLC, spending about 10-20% of his time there. He also owns Direct Lenders' Insurance Services and recruits brokers to write insurance, and sells fixed insurance products, dedicating about half of his time to insurance sales.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
Foresters Equity Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
MML Investors Services, 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.