Stacy Mongar
Stacy Mongar is a ChFC-designated registered investment advisor at Belpointe Asset Management LLC, based in Sioux Falls, SD, with 23 years of industry experience. Stacy 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
3500 S Sheldon Lane #102, Sioux Falls, SD, 57105
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2011Other Business ActivitiesSells Insurance
Stacy is an independent contractor working as an insurance producer, sales agent, and consultant for health, life, long-term care, fixed annuities, and property and casualty insurance, dedicating approximately 60 hours per month to this. Stacy also works as a salesperson for Mary Kay cosmetics and skincare products, dedicating minimal time to this.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Simplicity Financial Investment Services, INC.Broker
Horter Investment Management, LLC
The Leaders Group, INC.Broker
St. Bernard Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Edward JonesBroker
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.