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 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
10900 Wayzata Boulevard Suite 200, Minnetonka, MN, 55305
Get directionsHistory
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.
Exams
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