Edward Bell
Edward Bell is a CFP, ChFC-designated registered investment advisor at Consolidated Financial, based in Dublin, OH, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 666 clients with $520M 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 $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.70% |
Advisory fees are negotiable. CFMG may group certain related client accounts for the purposes of determining the annualized fee.
Fee Estimator
Location
5850 Venture Dr, Suite A, Dublin, OH, 43017
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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 Activities
Edward is a partner and managing member at Consolidated Financial Management Group, a registered investment advisor, since 1998. This activity takes up nearly all of Edward's time.
Employment History
Current Registrations
Consolidated Financial
Previous Registrations
Consolidated Financial
Consolidated Financial
State Registrations1 state
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