Joshua Carruthers
Joshua Carruthers is a registered investment advisor at Belpointe Asset Management LLC, based in Salem, NH, with 1 years of industry experience. Joshua 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
90 Stiles Road Suite 210, Salem, NH, 03079
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua serves on the board of directors for a non-profit organization, dedicating minimal time. He also sells fixed insurance products and is a certified tax advisor and owner of Navira, Inc., a tax strategy organization, dedicating about 10-20% of his time. Finally, Joshua manages rental residential properties through JMGMT, LLC, spending minimal time.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Northwestern Mutual Investment 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.