Daniel Morris
Daniel Morris is a registered investment advisor at Belpointe Asset Management LLC, based in Greenwich, CT, with 15 years of industry experience. Daniel 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
255 Glenville Ave, Greenwich, CT, 06831
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2015Other Business ActivitiesSells Insurance
Daniel sells insurance products through various carriers since 2015, dedicating a few hours per week. He is also a board member of Stamford Old Timers Athletic Association and a partner at Birchtree Performance HR, spending minimal time on each.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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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