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
Waverly, NY
Credentials
CFP®, Series 63
Industry experience
6 years
Fixed fees are negotiable, agreed upon in advance, vary based on service scope; financial planning fees charged on hourly or fixed fee basis, not exceeding $1,200 prepaid for services performed six months or more in advance
Up to $500.00 per hour, time accrued in 15-minute intervals, negotiable and agreed upon in advance
Belpointe Asset Management, LLC
2020 - Present (6 years)
Sarah Carr
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
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