Richard Bell is a registered investment advisor at Bell Strategic Investments, INC., based in Escondido, CA, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 113 clients with $61M 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 $250K | 2.00% |
| $250K - $499K | 1.75% |
| $499K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.38% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Fees may be reduced at the discretion of the advisor.
Fee Estimator
Location
Escondido, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard works as a reserve police officer, dedicating about 10-20% of his time to this non-paid activity.
Employment History
Current Registrations
Bell Strategic Investments, INC.
Previous Registrations
Wachovia Securities, LLC
State Registrations1 state
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