Thomas Bell
Thomas Bell is a registered investment advisor at Signature Wealth Management Partners, LLC, based in Montvale, NJ, with 16 years of industry experience. Thomas 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 444 clients with $390M 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $12.0M | 0.46% |
| $12.0M - $15.0M | 0.43% |
| $15.0M - $18.0M | 0.40% |
| $18M+ | 0.38% |
The firm can be engaged to provide wealth management services on a fixed fee basis for certain clients.
Fee Estimator
Location
85 Chestnut Ridge Road, Suite 201, Montvale, NJ, 07645
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2021Employment History
Current Registrations
Signature Wealth Management Partners, LLC
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Previous Registrations
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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.