TrueAdvisor
TrueAdvisor
JC
JC

John Colon

Belpointe Asset Management LLC
34 Years of Experience
University Park, FL
5 Disclosures
View SEC Summary
View SEC Summary

John Colon is a registered investment advisor at Belpointe Asset Management LLC, based in University Park, FL, with 34 years of industry experience. John 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

University Park, FL

Get directions

History

Regulatory History (5)
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.
Employment Separation After Allegations
November 2019
Customer Dispute
October 2007
Denied
Customer Dispute
June 2002
Settled
Criminal
December 1976
Final Disposition
Criminal
July 1974
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a commissioner for the Sarasota Housing Authority and a board member for the Florida Council on Compulsive Gambling, Sarasota Housing Funding Corporation, Tiger Bay - Manatee County, and Teen Court - Sarasota County. He also works as a consultant for government relations and affordable housing development, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Belpointe Asset Management LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
May 2019 - December 2019 · 7 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2019 · 15 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2003 - May 2019 · 15 yrs 10 mos
Prudential Securities Incorporated
November 2000 - July 2003 · 2 yrs 8 mos
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
May 1993 - October 2000 · 7 yrs 5 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
October 1991 - April 1993 · 1 yr 6 mos
State Registrations1 state
FL
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.
More Advisors
More financial advisors in University Park, FL →All financial advisors in Florida →