Phillip Bell is a registered investment advisor at Integrated Advisors Network LLC, based in Dallas, TX, with 18 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
4514 Cole Ave, Suite 600, Dallas, TX, 75205
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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.
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Phillip is the owner/wealth manager of Yorkshire Wealth Management, with duties and hours aligned with his advisory business. He also serves as Director & President of Valley Center Fire Protection District, managing the independent fire district outside of business hours.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Sii Investments, INC.
Ted Buchan & Company
State Registrations2 states
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.