John Dwyer
John Dwyer is a registered investment advisor at Belpointe Asset Management LLC, based in Walnut Creek, CA, with 22 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
Walnut Creek, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2014Other Business ActivitiesSells Insurance
John is involved in several outside business activities. He works for Belpointe Insurance, LLC as an insurance broker, spends minimal time as a mortgage originator for Private Money Bancorp DBA Coast Capital, and dedicates full-time hours as an insurance broker for Diablo Valley Insurance.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Lynx Capital, LLCBroker
Fairway Financial LLC
Capital Financial Services, INC.Broker
Capital Financial Services, INC.
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
MML Investors Services, 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.