Nathan Lewis is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Champaign, IL, with 13 years of industry experience. Nathan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2506 Galen Drive, Suite 104, Champaign, IL, 61821
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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 Activities
Nathan is involved with Iron Bull Tax Pros, LLC, providing tax planning and return preparation services by outsourcing to CPAs. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Research Financial Strategies
Purshe Kaplan Sterling InvestmentsBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
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.
Exams
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