Larry Bell
Larry Bell is a CFP-designated registered investment advisor at Trinity Legacy Partners, LLC, based in Houston, TX, with 22 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 341 clients with $460M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Investment management fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Location
24 Greenway Plaza, Suite 546, Houston, TX, 77046
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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 ActivitiesSells Insurance
Larry is a managing member of LifeTree Financial, LLC, publishing educational material on financial stewardship. He also owns Trinity Legacy Alternative Strategies, LLC, the general partner of an investment fund, dedicating a few hours per week, and holds a volunteer board position with Clear Creek Counseling. Larry is also licensed by the Texas Department of Insurance as a general lines agent for life, accident, health and HMO.
Employment History
Current Registrations
Trinity Legacy Partners, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Fsc Securities Corporation
Bbva Wealth Solutions INC.
Banc of America Investment Services, INC.
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.