Advisor at Belpointe Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Belpointe Asset Management LLC
Location
Pocono Pines, PA
Credentials
PFS™, Series 63
Industry experience
14 years
James Di Gesu is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Belpointe since 2019. Outside of his advisory role, he is involved in tax preparation through a separate business, AM TAX PLANNING. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by a network of advisors and affiliated businesses.
Based on Belpointe Asset Management LLC
Based on Belpointe Asset Management LLC
Fixed fees negotiable and agreed upon in advance; financial planning fees may be fixed and prepaid (up to $1,200).
Hourly fees up to $500 per hour, time accrued in 15-minute intervals.
Fee-only: Hourly fees up to $500 per hour; fixed fees negotiable and agreed upon in advance; financial planning fees charged hourly or fixed, typically up to $1,200 prepaid.
Pocono Pines, PA
Pennsylvania
Belpointe Asset Mangement, Llc
2019 - Present (7 years)
Belpointe Insurance, LLC
2019 - 2023 (4 years)
Wealth Health, Llc
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
CFP®, Series 63
East Stroudsburg, PA
Penn First Advisors
Series 65
East Stroudsburg, PA
Targeted Financial Planning LLC
Series 63, Series 65
Pocono Pines, PA
Academy Wealth Advisers, LLC
Series 63, Series 65
Tannersville, PA
Northeast Financial Group, Inc.
CFP®, Series 66
Albrightsville, PA
Digital Wealth Partners
Series 63, Series 65
Stroudsburg, PA
Private Advisor Group, LLC
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