Anthony Cardenas is a registered investment advisor at Belpointe Asset Management LLC, based in Carson City, NV, with 1 years of industry experience. Anthony 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
Carson City, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Belpointe Asset Management LLC
State Registrations1 state
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