John Bell
John Bell is a registered investment advisor at Prosperity Capital Advisors, based in Blacksburg, VA, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,096 clients with $3.7B 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 | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
2020 Kraft Drive, Suite 3004, Blacksburg, VA, 24060
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 →Other Business ActivitiesSells Insurance
John is a licensed insurance agent selling various insurance products and receives commissions. He is also involved in several other activities, including serving as a board member for Leisure Legacy, a board of trustee member for Virginia Retirement Systems, working with the American Financial Education Alliance, and owning Bell Wealth Management, Inc. and Brandon Bell Financial Group, Inc.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Bell Wealth Management, INC.
Sound Income Strategies, LLC
Cantella & CO., INC.Broker
Cantella & CO., INC.
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Multi-Financial Securities CorporationBroker
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.