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
Rancho Mirage, CA
Credentials
Series 65
Industry experience
24 years
Rick Stein is a financial advisor at Belpointe Asset Management LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Belpointe since 2020, following 19 years at SC Capital Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolio strategies that range from passive to tactical approaches tailored to client objectives and risk tolerance.
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.
Rancho Mirage, CA
California
Belpointe Asset Management, LLC
2020 - Present (6 years)
SC Capital Advisors
2018 - 2020 (2 years)
SC Capital Advisors
2001 - 2018 (17 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, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
Series 65
Palm Springs, CA
Luke Capital
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
Series 63, Series 65
Palm Springs, CA
Anthony J. Mancini, I.A.
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