John Lauroesch is a CFA-designated registered investment advisor at Belpointe Asset Management LLC, based in Delray Beach, FL, with 14 years of industry experience. John 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
Delray Beach, FL
Get directionsHistory
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 Activities
John serves on the Board of Trustees for Adirondack Health Foundation, a hospital and related health facilities organization, since January 2025. This activity requires minimal time.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Sumner Financial Advisors INC
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
More Advisors
- Stilson Tomita, ChFCBay Colony Advisors
- Andrew Tupler, CFPKintra Wealth, LLC
- Evaggelia Hatzimanolis, CFPCreative Planning
- Joseph Moore, ChFCOsaic Wealth, INC.
- Alan Bolotin, ChFC
- Michael Book, ChFCMML Investors Services, LLC