Belena Vincetti is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Milwaukee, WI, with 19 years of industry experience. Belena 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
Milwaukee, 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.
Learn about disclosures →Other Business Activities
Belena is involved in several investment-related activities, including owning Vincetti Consulting, acting as Director of Compliance for Belpointe Services LLC, and serving as Chief Compliance Officer for Fortis Capital Advisors, Belpointe Asset Management, Collaborative Fund Advisors, and Fund Asset Managers. She also serves as a FINRA Arbitrator.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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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