John Colon
John Colon is a registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, 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 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 (5)
Employment Separation After Allegations
November 2019Customer Dispute
October 2007Customer Dispute
June 2002Criminal
December 1976Criminal
July 1974Other 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
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Mclaughlin, Piven, Vogel Securities, 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.