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William Gifford McCormick

Belpointe Asset Management LLC

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About William Gifford McCormick

William McCormick is an investment advisor representative with Belpointe Asset Management LLC. William has been a registered investment advisor for over 28 years. William McCormick is a Chartered Financial Analyst. William has been with Belpointe Asset Management LLC since July 2019. William has experience with a variety of financial services including financial planning, pension consulting, educational seminars, and selection of other advisors. William is also an active member of the finance committee for St. Peter's Church in Rome, NY.

Firm Information

William McCormick is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William McCormick’s Registration & Firm History

NV

08/10/2021 - Present

Belpointe Asset Management LLC (RENO NV)

NA

11/14/1994 - 02/23/1995

MORGAN STANLEY MARKET PRODUCTS INC.

NA

11/08/1994 - 02/23/1995

MORGAN STANLEY & CO., INCORPORATED

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Licenses & Designations

BC

Issued 10/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Gifford McCormick.
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