RB
RB

Robert Bass

39 Years of Experience
Little Rock, AR
Sells Insurance

Robert Bass is a registered investment advisor at Bass and Bell, INC., based in Little Rock, AR, with 39 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 325 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
325 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$874.6M

Fee Structure

Planning is included in investment management

Bass and Bell's investment management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The maximum fee is 0.9% per year, depending on the level of engagement.

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Location

1 Information Way, Suite 200, Little Rock, AR, 72202

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert is the CEO of WOJO LLC, a sports accessory business, dedicating minimal time. He is also a licensed insurance agent since 2019, selling non-variable insurance products and dedicating minimal time.

Employment History
Current Registrations
Bass and Bell, INC.
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
January 2009 - April 2019 · 10 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2009 - April 2019 · 10 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
December 1986 - April 2007 · 20 yrs 4 mos
State Registrations2 states
ARTX
Advisor

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.

Exams
No exam information available for this advisor.