Colin Kelty
Colin Kelty is a registered investment advisor at Belpointe Asset Management LLC, based in Oak Brook, IL, with 15 years of industry experience. Colin 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
1220 Kensington Road, Suite 220, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2024Customer Dispute
July 2023Customer Dispute
September 2017Customer Dispute
July 2014Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Vision Investment Services, 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.