Garrett Smith is a registered investment advisor at Belpointe Asset Management LLC, based in High Point, NC, with 7 years of industry experience. Garrett 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
High Point, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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