Advisor at Belmont Private Wealth
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Firm
Belmont Private Wealth
Location
Wentzville, MO
Credentials
CFP®, Series 65
Industry experience
4 years
James Pieper is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Belmont Private Wealth and has previously worked at Krilogy Financial, Moneta Group, Swiss Re, and Tradebot Systems. Belmont Private Wealth serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset-allocation approach, emphasizing passive investment vehicles alongside manager and fund analysis to construct diversified portfolios.
Based on Belmont Private Wealth
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
Fee-only: Fee-only firm. Financial planning included at no additional cost with wealth management services.
Wentzville, MO
Missouri · North Carolina
Belmont Private Wealth LLC
2024 - Present (2 years)
Krilogy Financial
2021 - Present (5 years)
Moneta Group
2018 - 2021 (3 years)
Swiss Re
2018 - 2018 (1 year)
Tradebot Systems
2017 - 2017 (1 year)
University of MO KC
2016 - 2017 (1 year)
University of IL-Urbana Champaign
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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S.P. Parkin & Co
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