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Charles Zimmerer

Belpointe Asset Management LLC
12 Years of Experience
Coral Gables, FL
Sells Insurance
View SEC Summary
View SEC Summary

Charles Zimmerer is a registered investment advisor at Belpointe Asset Management LLC, based in Coral Gables, FL, with 12 years of industry experience. Charles 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.

Belpointe Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
7,604 clients
Average Client Portfolio
$997K average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1600 Ponce De Leon. Blvd 1103, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Charles is an attorney and provides tax services through his own law office and CPA firm. He is also involved with Brevard Hispanic Center, Inc. and Florida Association of Attorney-Certified Public Accountants, Inc., and has business interests in wealth management, pension consulting, and insurance.

Employment History
Current Registrations
Belpointe Asset Management LLC
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Anthem Advisors, LLC
March 2019 - February 2022 · 2 yrs 11 mos
Slow Capital, INC.
February 2019 - April 2022 · 3 yrs 2 mos
Perigon Wealth Management, LLC
February 2018 - January 2019 · 11 mos
Brickell Opus Wealth Management LLC
October 2013 - February 2018 · 4 yrs 4 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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