Felipe Colon
Felipe Colon is a registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 18 years of industry experience. Felipe 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
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2024Employment Separation After Allegations
November 2019Customer Dispute
July 2009Other Business Activities
Felipe is a board of trustees member for New College of Florida since 2018, dedicating minimal time. He is also the chairman of the financial educational program for the New College of Florida Property Corporation and a podcaster and managing member for Sarasota Speax Podcast, spending a few hours per week on these activities.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing 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.