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Alexander Tecle

Belpointe Asset Management LLC
17 Years of Experience
Coral Gables, FL
Sells Insurance
View SEC Summary
View SEC Summary

Alexander Tecle is a registered investment advisor at Belpointe Asset Management LLC, based in Coral Gables, FL, with 17 years of industry experience. Alexander 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.

Belpointe Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
7,604 clients
Average Client Portfolio
$997K average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1600 Ponco De Leon Blvd. 1103, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Alexander is an independent insurance agent selling fixed insurance products, dedicating about 10-20% of his time. He is also involved with Bahamas Marine Ecocentre, Nu Deco Ensemble, My Pension Tree, Zimmerer & Tecle Private Wealth Management, and Zimmerer & Tecle Risk Management, LLC.

Employment History
Current Registrations
Belpointe Asset Management LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Slow Capital, INC.
July 2020 - April 2022 · 1 yr 9 mos
Anthem Advisors, LLC
October 2019 - February 2022 · 2 yrs 4 mos
Perigon Wealth Management, LLC
June 2018 - January 2019 · 7 mos
Strategic Advisers LLC
August 2008 - May 2018 · 9 yrs 9 mos
Fidelity Brokerage Services LLCBroker
July 2008 - May 2018 · 9 yrs 10 mos
TradekingBroker
August 2007 - May 2008 · 9 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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