SM
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Scott Mullen

12 Years of Experience
Reno, NV
5 Disclosures

Scott Mullen is a registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 12 years of industry experience. Scott 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
170 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

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

500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521

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History

Regulatory History (5)
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Financial
August 2018
Pending
Financial
June 2018
Final
Financial
June 2018
Final
Financial
April 2018
Final
Financial
December 2017
Final
Other Business Activities

Scott works with TheMullen6 & Co. as an instructor, teaching novice investors how to build ETF portfolios. This investment-related activity takes a few hours per week, some of which occurs during securities trading hours.

Employment History
Current Registrations
Belpointe Asset Management LLC
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Belpointe Asset Management LLC
March 2021 - June 2022 · 1 yr 3 mos
National Wealth Partners LLC
September 2017 - April 2021 · 3 yrs 7 mos
Miracle Mile Advisors, LLC
May 2015 - October 2015 · 5 mos
Biltmore Family Office, LLC
May 2014 - February 2015 · 9 mos
Family Endowment Partners, LP
June 2011 - May 2014 · 2 yrs 11 mos
State Registrations1 state
CA
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.