Belpointe Asset Management LLC fees and pricing

Financial planner in Reno, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 13, 2026, Belpointe Asset Management LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “You should consider the level and complexity of the consulting and/or advisory services to be provided when negotiating the fee with your Advisor. ● Hourly Fees Hourly Fees are negotiable, agreed upon in advance between you and your Advisor and shall not exceed $500.00 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Such advisory fees are based upon assets under management, generally including cash balances and margin balances, if applicable (“AUM Fee”). A new client will be charged a prorated fee for the initial quarter in which services are rendered.”
“Fees are invoiced and due within 30 days.”
“If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

Its hourly rate of $500 is above the Nevada median of $300. 80% of the 64 other Nevada planners that publish an hourly rate charge less.
17 of the 21 other planners in Reno that publish an hourly rate charge less.

“We also provide investment advice to other investment advisers and investment management and consulting services to retirement plans.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 7,321
Employees: 236
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $7,577,693,628
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 143440
Website: belpointe.com (opens in new tab)
Phone: (203) 629-3300

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