Elisabeth Lynn Boaz

Three Bell Capital LLC

8 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Three Bell Capital LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

556 clients

Average Client Portfolio

$6.8M average

Assets Under Management

$3.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	1.00%
$10.0M - $20.0M	0.75%
$20M+	0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201

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History

Regulatory History (1)

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Financial

October 2017

Final

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Employment History

Current Registrations

Three Bell Capital LLC

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Winans International

September 2010 - March 2015 · 4 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.