Scott Mosher
Scott Mosher is a registered investment advisor at Belpointe Asset Management LLC, based in Janesville, WI, with 13 years of industry experience. Scott 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
One Parker Place, Suite 600, Janesville, WI, 53545
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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
Scott is an annuities specialist at Three Pillars Wealth Management and a coach at Monroe School District. He also owns Mosher Insurance Services Inc, dedicating nearly full-time hours to operations oversight, and owns M&K Hometown Properties, a rental property management company, taking about 10-20% of his time. Scott is also a board member of the Monroe Chamber of Commerce.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
The Leaders Group, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.