David Nelson is a CFA-designated registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 15 years of industry experience. David 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
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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.
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David is a frequent commentator on various financial news outlets and serves as Chief Strategist for Belpointe Asset Management, spending nearly full-time there. He also manages a YouTube channel and is a Portfolio Manager for Collaborative Fund Advisors, LLC.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Tuttle Tactical Management, LLC
State Registrations1 state
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