William Martin is a registered investment advisor at Three Bell Capital LLC, based in Los Altos, CA, with 39 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 628 clients with $5.1B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable based on client needs and situation complexity. Fees are paid quarterly in arrears.
Fee Estimator
Location
Los Altos, 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 →Employment History
Current Registrations
Three Bell Capital LLC
Previous Registrations
Great Point Capital LLCBroker
Altos Investments, INC.
American Century Investment Services INC.Broker
The Benham GroupBroker
A. G. Edwards & Sons, INC.Broker
Pruco Securities CorporationBroker
Allied Capital Group, INC.Broker
Dunhill Investments LTD.Broker
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.
Exams
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