Andrew Liebaert is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Superior, WI, with 17 years of industry experience. Andrew 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
Superior, WI
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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.
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Andrew works as a hockey referee for the Minnesota State High School League and Wisconsin Interscholastic Athletic Association, dedicating a few hours per week. He also serves as a board member for the Seaway Hockey Referee Association, a service provider for Belpointe Services LLC (taking about half of his time), owner of Liebaert Advisory Group, Inc., and treasurer for SAHA (Superior Amateur Hockey Association).
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Tuttle Tactical Management, LLC
Tuttle Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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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