Richard Bell is a registered investment advisor at Searle & CO., based in Middletown, RI, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 127 clients with $630M 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 | 2.00% |
The management fee is negotiable, depending on individual client circumstances, and it will not exceed a maximum of 2.0% annually.
Fee Estimator
Location
Middletown, RI
Get directionsHistory
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 →Employment History
Current Registrations
Searle & CO.Broker
Searle & CO.
Searle & CO.
Previous Registrations
Belle Haven Investments, L.P.
Loughlin Capital Management, L.P.
Belle Haven Investments, L.P.Broker
Holcomb, Stevens Securities, INCBroker
Glickenhaus & CO.Broker
J.P. Morgan Securities INC.Broker
State Registrations16 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.