Belpointe Asset Management, is a registered investment advisor founded in 2007 and based in Reno, Nevada. The firm provides investment management, financial planning and consulting services to individual and institutional clients. Its services include tailored portfolio management, retirement and income planning and a wrap fee program that combines advisory and brokerage costs into a single fee.
Belpointe Asset Management Background
Belpointe is owned by Belpointe Financial Holdings operates alongside affiliated and unaffiliated entities. Many of its advisors operate under separate business entities and trade names, which are owned by the individual advisors but remain under Belpointe’s supervision. The firm also uses sub-advisory and co-advisory arrangements with third-party registered investment advisors, allowing certain client accounts to be jointly managed.
Belpointe Asset Management Client Types and Minimum Account Sizes
Belpointe Asset Management advises individual investors above and below the high-net-worth threshold, corporations, retirement plans, other advisors, investment companies and trusts. You don’t need to meet a minimum asset level to open an account with the firm.
Services Offered by Belpointe Asset Management
The firm provides both investment management and financial planning, which may include retirement and income planning, college savings strategies and strategies for preserving and growing assets.
Advisors typically manage portfolios on a discretionary basis, which allows them to buy and sell securities on behalf of clients. Portfolios may be customized, or in some cases constructed using model portfolios with defined guidelines.
The firm also sponsors the Portfolio Manager’s Wrap Fee Program, which combines advisory, brokerage and certain administrative costs into a single fee. Through this program, Belpointe provides portfolio management services that include asset allocation and investment selection across a wide range of securities, such as equities, fixed income, mutual funds, exchange-traded funds, options and private placements. Advisors periodically review client circumstances and investment objectives to ensure services remain aligned with stated goals.
Belpointe Asset Management Investing Strategies
Belpointe Asset Management employs a range of investment approaches that vary by advisor. While some strategies are model-based, advisors are free to develop customized portfolios and often combine multiple methods. Common approaches include:
Passively Managed Strategies: Portfolios are built using index funds or other passively managed vehicles. These portfolios aim to track the performance of specific markets or asset classes, with diversification often tied to client objectives such as retirement timelines.
Actively Managed Strategies: These portfolios seek to identify undervalued or overvalued securities using quantitative measures, fundamental research and sometimes technical analysis. They typically focus on equities and may also use sector themes or other security-specific factors.
Tactically Managed Strategies: This approach seeks to adjust portfolios in response to short- or long-term market trends, using trading and allocation shifts to manage risk and pursue returns. Tactical strategies often rely on technical or quantitative indicators to determine when to enter or exit positions.
Blended Strategies: Some portfolios combine passive, active, and tactical elements in order to balance different investment methods.
Options Strategies: Options may be incorporated for purposes such as hedging equity risk (through buying puts), generating income (via covered calls), or gaining exposure as an equity substitute (through call options). The risk impact depends on how the strategies are applied.
Fees Under Belpointe Asset Management
Belpointe Asset Management may charge fees based on a percentage of assets under management (AUM), as a fixed fee or on an hourly basis. Asset-based fees are negotiable and the firm says they won’t surpass 2.50%. They are calculated on an annualized percentage of AUM, assessed quarterly and in advance. Hourly fees are also sometimes used, with the maximum rate being $500 per hour.
For financial planning, you can either pay hourly or negotiate a fixed fee. Pro-rata fees will be assessed in the event your advisory agreement is executed other than the first day of the new calendar quarter.
Clients enrolled in the firm's wrap-fee investment management program typically pay a fee that covers advisory services, portfolio management and trading costs. However, clients may still incur additional expenses such as fund fees, custodial charges or transaction-related costs.
What to Watch Out For
Some investment advisor representatives of Belpointe Asset Management may be affiliated with other financial services firms. These other affiliations may pose potential conflicts of interest. However, the firm abides by fiduciary duty.
Opening an Account With Belpointe Asset Management
To contact the firm, submit your email to the firm on its website. Alternately, you can call the Greenwich office at (203) 629-3300 or send an email to info@belpointe.com.
All information was accurate as of the writing of this article.
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