Mark Vanvoorhees
Mark Vanvoorhees is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Frankenmuth, MI, with 30 years of industry experience. Mark 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
Frankenmuth, MI
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Regulatory History (1)
Customer Dispute
July 2025Other Business ActivitiesSells Insurance
Mark teaches personal financial planning part-time, is a real estate broker, and involved in event planning, music performance, and a non-profit. He is also the Head of Sales for Life & Health Insurance at Crest Risk Management, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Richmark Private Wealth Management
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Regal Investment Advisors LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fb Equity Sales Corporation of MichiganBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Allmerica Investments, 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.