Daniel Smith is a registered investment advisor at Belpointe Asset Management LLC, based in Germantown, WI, with 14 years of industry experience. Daniel 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
W156N11375 Pilgrim Rd., Germantown, WI, 53022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a partner in Smegal, LLC, a real estate rental business, and the treasurer of The Collaborative Family Law Council of Wisconsin, a non-profit organization. He also owns Sycamore Tax Planners and Preparers LLC, a tax preparation and planning business.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Wfa Asset Management CORP
Waddell & Reed
Waddell & ReedBroker
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.