William Mccormick is a CFA-designated registered investment advisor at Belpointe Asset Management LLC, based in Rome, NY, with 5 years of industry experience. William 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
107 West Liberty Street, Rome, NY, 13440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William has several outside business activities, including personal investment in an estate planning business, CFO consulting services, and serving on a church finance committee. He also co-manages a commercial property investment, provides accounting and tax review for a fund administrator, and owns an accounting and tax preparation business, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Belpointe Asset Management LLC
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.
Exams
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