Donald Jump
Donald Jump is a registered investment advisor at Belpointe Asset Management LLC, based in New Richmond, OH, with 23 years of industry experience. Donald 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
New Richmond, OH
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Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Donald is the President and sole shareholder of Donald M Jump & Co. Inc., a CPA firm, and also an insurance producer selling fixed insurance products, dedicating about 10-20% of his time. He is also a 50% member of Paddison Real Estate Development LLC, spending a few hours per week on daily operations, and treasurer for Christian Business Men's Committee and Twin Ridge HOA.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Tuttle Wealth Management, LLC
Spc
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.