William
White
Belpointe Asset Management LLC
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About this Advisor
William White is a financial advisor based in Tarrytown, New York, working with Belpointe Asset Management LLC. William has previously held positions at Belpointe Asset Management, LLC, National Planning Corp, Calder Service Systems, and Lexco Wealth Management Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, William is part of Belpointe Asset Management LLC, which operates out of Tarrytown, New York. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$4,300,001,521
215
22,446
$191,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William White Work History
Belpointe Asset Management, LLC
Lexco Wealth Management Inc
Calder Service Systems
National Planning Corp
Disclosures
Please visit the SEC profile of William White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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