Howard Azer is a registered investment advisor at Belpointe Asset Management LLC, based in Princeton, NJ, with 11 years of industry experience. Howard 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
12 Roszel Road, Suite A104, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Howard works as a CPA at Azer, Driscoll & DeSimone, LLC, a public accounting firm, dedicating full-time hours. He also serves as treasurer on the Board of Directors for The Whole Earth Center of Princeton, a non-profit grocery store, spending a few hours per week.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Palmerston Group Advisors, L.L.C.
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.