Clifton Ross
Clifton Ross is a registered investment advisor at Belpointe Asset Management LLC, based in Minnetonka, MN, with 7 years of industry experience. Clifton 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
10900 Wayzata Boulevard Suite 200, Minnetonka, MN, 55305
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Regulatory History (1)
Regulatory
August 2017Other Business ActivitiesSells Insurance
Clifton is the owner of American Heritage Group, LLC (dba Guardian Resources), where he focuses on insurance sales and services. This business occupies about three-quarters of Clifton's time.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Guardian Wealth Strategies, LLC
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.