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ChFC
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ChFC

Stacy Mongar

Belpointe Asset Management LLC
23 Years of Experience
Sioux Falls, SD
1 DisclosureSells Insurance
View SEC Summary
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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 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.

Belpointe Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
7,604 clients
Average Client Portfolio
$997K average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3500 S Sheldon Lane #102, Sioux Falls, SD, 57105

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2011
View Full SEC ReportHow to Read Disclosures
Other 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
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Simplicity Financial Investment Services, INC.Broker
September 2017 - March 2019 · 1 yr 6 mos
Horter Investment Management, LLC
March 2016 - March 2020 · 4 yrs
The Leaders Group, INC.Broker
February 2014 - October 2015 · 1 yr 8 mos
St. Bernard Financial Services, INC.Broker
February 2012 - August 2013 · 1 yr 6 mos
Hartford Equity Sales Company INC.Broker
August 2002 - May 2011 · 8 yrs 9 mos
Edward JonesBroker
January 2001 - May 2002 · 1 yr 4 mos
State Registrations1 state
SD
Advisor

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
No exam information available for this advisor.
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