Giovanni Todesco
Giovanni Todesco is a registered investment advisor at Belpointe Asset Management LLC, based in Clayton, NC, with 17 years of industry experience. Giovanni 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
Clayton, NC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2012Other Business ActivitiesSells Insurance
Giovanni sells insurance through various carriers since 2016, dedicating minimal time to it. He also works as a supervisor for UPS since 2016, spending about a quarter of his time in this role.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Belpointe Asset Management LLC
Tcfg Investment Advisors, LLC
Calton & Associates, INC.
Chase Investment Services CORP.
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
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.