Kurt Zipp is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 19 years of industry experience. Kurt 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
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2014Civil Bond
August 2012Other Business Activities
Kurt is a trustee for the Village of Darien, a sports official and engineering consultant for Zipp Enterprises LLC, and on the Board of Education. He also serves as a secondary power of attorney for finance and medical decisions.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
D.H. Hill Securities, LllpBroker
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Waddell & Reed
Waddell & ReedBroker
PNC InvestmentsBroker
PNC Investments
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.