Robert Bell is a CFP-designated registered investment advisor at Mark Bell Advisory Services, INC., based in Chicago, IL, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 36 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The actual fee charged to each client can vary based upon the relative complexity of a client's specific circumstance.
Fee Estimator
Contact
Robert Bell
Location
401 N Michigan Ave, Suite 1200, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mark Bell Advisory Services, INC.
State Registrations1 state
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