Joseph Schreck
Joseph Schreck is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in North Haven, CT, with 17 years of industry experience. Joseph 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
110 Washington Avenue, 3rd Floor, North Haven, CT, 06473
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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 ActivitiesSells Insurance
Joseph is an independent insurance producer selling life, health, and fixed annuities, dedicating a few hours per week. He also serves as treasurer for All Saints Catholic Academy, a board member for Evergreen Cemetery Association, and president of Notre Dame High School Loyalty and Endowment, each requiring minimal time.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Bard Financial Services, INC.
Sagepoint Financial, 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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