Lantz Bell
Lantz Bell is a registered investment advisor at Bell & Brown Wealth Advisors, LLC, based in Newport Beach, CA, with 42 years of industry experience. Lantz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 505 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.50%. Fees are negotiable.
Fee Estimator
Location
1305 Park Avenue, Newport Beach, CA, 92662
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business Activities
Lantz is a board member for North East of the Well, a ministry focused on women, since 2022. He dedicates a few hours per week to this activity, primarily involving fundraising and gatherings.
Employment History
Current Registrations
Bell & Brown Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Sutro & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
Integrated Resources Equity CorporationBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.