Kristin Bell is a CFA-designated registered investment advisor at Simon Quick Advisors, LLC, based in Chattanooga, TN, with 7 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,042 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick Advisors charges an annual fee based on a percentage of your portfolio or a fixed fee, with a minimum annual fee of $20,000. Fees are negotiated based on the value of assets, account complexity, and other factors. Investment advisory fees are calculated based on the average daily balance and billed quarterly in arrears. Note that third-party independent managers or underlying private investment funds may charge separate, additional management fees and performance fees.
Location
832 Georgia Avenue, Suite 430, Chattanooga, TN, 37402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristin is a board member and member of the finance committee for the Children's Advocacy Center of Hamilton County, a child abuse service center. She dedicates minimal time each month to this investment-related activity.
Employment History
Current Registrations
Simon Quick Advisors, LLC
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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