Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right
Tap on the profile icon to edit
your financial details.

Belpointe Asset Management Review

Your Details Done
by Updated

This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

With over three offices across the country, Belpointe Asset Management manages more than billions of dollars in client assets. The firm lists its headquarters as Reno, Nevada, with secondary branches in Phoenix and Greenwich.

Advisors provide customized portfolio management services. Belpointe also offers two wrap fee programs: the Portfolio Managers' Program and the Collaborative Investment Program.

Belpointe Asset Management Background

Belpointe Asset Management formed in 2007. It’s indirectly owned by Gregory H. Skidmore and Brandon Lacoff through Belpointe Financial Holdings, LLC. Skidmore, who founded Belpointe Asset Management, has around 20 years of experience in the investment advisory industry. 

The firm is affiliated with Belpointe Wealth Management, Belpointe REIT, Belpointe Specialty Insurance and Greenwich Legal Associates.

Belpointe Asset Management Client Types and Minimum Account Sizes

Belpointe Asset Management advises individual investors, corporations, retirement plans 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

Financial advisor representatives offer advice about such investment goals as: 

  • Funding your child’s education through 529 college savings plans and other vehicles
  • Saving for retirement
  • Growing assets 
  • Income planning

In addition to financial planning, the firm provides investment management services on a discretionary basis Its investing strategies offer exposure to various sectors including domestic, international and emerging markets. These strategies are available through the firm’s Tactical Integration Program (TIP) and Collaborative Investment Program (CIP), both of which are wrap fee.  

Belpointe Asset Management Investing Strategies

Belpointe Asset Management engages in various model-based and computer-assisted strategies. Advisors, though, are free to customize as they see fit, typically combining different strategies. Some of the more common strategies include:

  • Market Tracker: This strategy uses passively managed and index funds to create diversified portfolios targeted to goals such as estimated ate of retirement. 
  • Alpha Select: Seeking to outperform the S&P 500, this actively managed portfoliio uses technical analysis, quantitative research and fundamental research to select securities. It's focused on equities and is not tax efficient.
  • Tactical Strategy: This strategy, according to the firm, "seeks to use changes in the price of securities to reduce investment risks and enhance returns over the long term." This strategy manages risk by "selling asset classes that are in a bearish trend." 
  • Options Strategies: These strategies are used to either increase or decrease the risk in a portfolio. Typically, the firm says they include "buying of puts to hedge equity risk, writing covered calls for income generation, and buying calls as an equity substitute."
  • Relative Strength, Momentum and Strength Rotation: Underlying this strategy is the belief that market and sector forces are the primary drivers of portfolio performance. This strategy is concentrated in equities, "tactically allocating to market sectors that demonstrate superior relative performance," the firm states.

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.

Because the firm sponsors two wrap-fee investment management programs, these fees typically would cover portfolio management and administrative expenses. But the wrap fee may not include other fees not paid to the firm but which would affect your account regardless.

What to Watch Out For

Belpointe Asset Management has two disclosures on its record. Each of them apply to advisory affiliates of the firm.

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

All information was accurate as of the writing of this article.

Tips for Finding a Financial Advisor

  • Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • Ask if candidates adhere to the fiduciary duty of always putting clients' interests first. Ideally, you want someone who answers yes. But there are advisors who, in their other capacities, only have to recommend what's suitable, rather than what's in their clients' best interest. 

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research