Valerie
Schmitz
Belpointe Asset Management LLC
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About this Advisor
Valerie Schmitz is a financial advisor based in Columbia Station, Ohio, working with Belpointe Asset Management LLC. Valerie has previously held positions at Ohio National Financial Services, The On Equity Sales Company, Belpointe Asset Management, LLC, Kelly Day Financial Services, Mml Investors Services, LLC, and Massmutual Life Insurance Co. Valerie is registered to provide services in Ohio. Currently, Valerie is part of Belpointe Asset Management LLC, which operates out of Columbia Station, Ohio. 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.
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
Valerie Schmitz Work History
Belpointe Asset Management, LLC
Kelly Day Financial Services
Mml Investors Services, LLC
Massmutual Life Insurance Co
The On Equity Sales Company
Ohio National Financial Services
Disclosures
Please visit the SEC profile of Valerie Schmitz 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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