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Thomas Bell

Signature Wealth Management Partners, LLC
17 Years of Experience
Montvale, NJ
1 DisclosureBroker
View SEC Summary
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Thomas Bell is a registered investment advisor at Signature Wealth Management Partners, LLC, based in Montvale, NJ, with 17 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 432 clients with $450M in assets under management.

Signature Wealth Management Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
432 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$454.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.5M1.00%
$1.5M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $8.0M0.65%
$8.0M - $10.0M0.50%
$10.0M - $12.0M0.46%
$12.0M - $15.0M0.43%
$15.0M - $18.0M0.40%
$18M+0.38%

Fees are negotiable based on anticipated future earning capacity, asset amount, account composition, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

135 Chestnut Ridge Road, Suite 1160, Montvale, NJ, 07645

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History

Regulatory History (1)
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Judgment / Lien
October 2021
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Signature Wealth Management Partners, LLC
October 2025 - Present · 1 yr
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - September 2016 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - September 2016 · 1 yr
T3 Trading Group, LLCBroker
July 2014 - February 2015 · 7 mos
Wilson-Davis & CO., INC.Broker
August 2011 - December 2013 · 2 yrs 4 mos
Schottenfeld Group LLCBroker
December 2009 - August 2011 · 1 yr 8 mos
Koyote Trading LLCBroker
August 2009 - August 2011 · 2 yrs
Schottenfeld Group LLCBroker
January 2007 - October 2009 · 2 yrs 9 mos
Sanders Morris Harris INC.Broker
June 2005 - January 2007 · 1 yr 7 mos
Puglisi & CO.Broker
June 2003 - June 2005 · 2 yrs
Puglisi & CO.Broker
March 2002 - March 2003 · 1 yr
Ladenburg, Thalmann & CO., INC.Broker
June 2000 - March 2002 · 1 yr 9 mos
Wm. V. Frankel & CO., IncorporatedBroker
April 1999 - May 2000 · 1 yr 1 mo
State Registrations1 state
NJ
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Thomas Bell - Financial Advisor | TrueAdvisor