SB
SB

Scott Bell

24 Years of Experience
Playa Del Rey, CA

Scott Bell is a registered investment advisor at Gross Domestic Product, INC, based in Playa Del Rey, CA, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 69 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
69 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$139.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

The rate for the highest range achieved applies to all managed assets. Fees are negotiable based on relationship size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Playa Del Rey, CA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Gross Domestic Product, INC
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley
May 2002 - April 2007 · 4 yrs 11 mos
State Registrations2 states
CATX
Advisor

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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