Steve
Ward
Belpointe Asset Management LLC
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About this Advisor
Steve Ward is a financial advisor based in Mount Pleasant, South Carolina, working with Belpointe Asset Management LLC. Steve has previously held positions at Suntrust Investment Services, Inc, Lpl Financial, LLC, D.H. Hill Securities, Lllp, Suntrust Advisory Services, Ifg Advisory, LLC (Dba: Aletheia Advisory Services), and Belpointe Asset Management, LLC. Steve has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Steve is part of Belpointe Asset Management LLC, which operates out of Mount Pleasant, South Carolina. 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.
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Fee Structure
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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
Steve Ward Work History
D.H. Hill Securities, Lllp
Belpointe Asset Management, LLC
Lpl Financial, LLC
Ifg Advisory, LLC (Dba: Aletheia Advisory Services)
Suntrust Advisory Services
Suntrust Investment Services, Inc
Disclosures
Please visit the SEC profile of Steve Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Belpointe Asset Management LLC
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