Belpointe Asset Management provides personalized investment management and financial planning services to individuals, families, retirement plans, and other clients. Founded in 2007, Belpointe operates through a network of independent advisor representatives across the country. The firm tailors investment strategies to match each client's specific financial needs, risk tolerance, and goals, utilizing a mix of passive, active, and tactical investment approaches. Belpointe primarily manages client accounts on a discretionary basis, meaning advisors make day-to-day buying and selling decisions on behalf of clients without requiring prior approval for each trade. In addition to core investment management, Belpointe offers guidance on college savings, retirement income planning, asset preservation, and wealth growth. The firm also maintains various affiliations with fund managers, insurance agencies, and legal services, which are disclosed to clients due to potential conflicts of interest.
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%.