Garrett Smith is a registered investment advisor at Belpointe Asset Management LLC, based in High Point, NC, with 8 years of industry experience. Garrett 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
High Point, NC
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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.
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Garrett is an assistant professor at the University of Wisconsin-Whitewater since 2015, dedicating nearly full-time hours to teaching and research. He also serves as a volunteer treasurer for Downtown Whitewater, Inc., a small local non-profit, spending about 10-20% of his time. Finally, Garrett is a portfolio manager for an ETF with Collaborative Fund Advisors, spending about a quarter of his time.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
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.
Exams
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