Jeffrey Bell
Jeffrey Bell is a registered investment advisor at Consolidated Financial, based in Dublin, OH, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 666 clients with $520M 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 $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.70% |
Advisory fees are negotiable. CFMG may group certain related client accounts for the purposes of determining the annualized fee.
Fee Estimator
Location
5850 Venture Dr, Suite A, Dublin, OH, 43017
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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.
Learn about disclosures →Other Business Activities
Jeffrey is an employee of Consolidated Financial Management Group, LLC, a registered investment advisor, since 2006. He services client investment accounts on a fee basis, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Consolidated Financial
Previous Registrations
Lincoln Investment Planning, INC
Lincoln Investment Planning, INC
Consolidated Financial
State Registrations2 states
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