Eric Bell
Eric Bell is a registered investment advisor at Hamilton-Bates Investment Research, INC., based in Dove Canyon, CA, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 254 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hamilton-Bates Investment Research offers two types of investment management services, each with its own fee schedule:
Individual Portfolio Management:
- Under $250,000: 2.00% per year
- $250,001-$500,000: 1.50% per year
- $500,000-$999,999: 1.25% per year
- $1,000,000 and over: 1.00% per year
Model Portfolio Management:
- Under $250,000: 1.75% per year
- $250,001-$500,000: 1.50% per year
- $500,000-$999,999: 1.25% per year
- $1,000,000 and over: 1.00% per year
The fees are calculated quarterly and paid in advance.
Location
Dove Canyon, CA
Get directionsHistory
Regulatory History (5)
Judgment / Lien
April 2019Customer Dispute
May 2004Customer Dispute
October 2001Customer Dispute
September 1999Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Eric is an independent insurance agent selling fixed, health, and voluntary benefit insurance, dedicating a few hours per week. He is also a referring real estate broker and president of both African Wealth Management, Inc. (taking about half of Eric's time) and Kanyiri-Bell Upendo, a nonprofit for an assisted living facility in Kenya (about 10-20% of his time).
Employment History
Current Registrations
Hamilton-Bates Investment Research, INC.
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Mbsc, LLC
Mbsc, LLC
Mbsc, LLCBroker
Mellon Financial Markets, LLCBroker
Wells Fargo Securities INC.Broker
Essex National Securities, INC.Broker
First Interstate Investments,inc.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Soares Financial Group, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.