Liam Garvey
Liam Garvey is a registered investment advisor at Belpointe Asset Management LLC, based in Munster, IN, with 19 years of industry experience. Liam 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
9610 N. Centennial Drive, Suite E, Munster, IN, 46321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Liam is involved in several outside business activities. These include fundraising for Little Heroes League, serving as CFO and owner of AFIN Family Wealth Management, acting as a board member and hockey coach for Mount Carmel High School, selling fixed insurance products, and founding Day One Provisions and Events. He dedicates a significant amount of time to Mount Carmel High School and fixed insurance sales, about a quarter of his time to each.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Next Financial Group, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
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.