James Lombardo
James Lombardo is a registered investment advisor at Belpointe Asset Management LLC, based in Haddon Heights, NJ, with 33 years of industry experience. James 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
515 Grove Street, Suite 3A, Haddon Heights, NJ, 08035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells fixed insurance products with various carriers since 1994 and is the owner/trustee for Kinetic K Plans, spending about half their time on these activities. James is also a registered representative with Fortune Financial Services, Inc. and owner of Independent Financial Concepts, selling life, health, and disability insurance.
Employment History
Current Registrations
Belpointe Asset Management LLC
Fortune Financial Services, INC.Broker
Previous Registrations
Chaslyn Financial Group, INC.
Bcg Securities, INC.Broker
Chaslyn Financial Group, INC.
The O.N. Equity Sales CompanyBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations6 states
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.