Daniel Bell
Daniel Bell is a registered investment advisor at Iron Gate Global Advisors, based in North Salt Lake, UT, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,061 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Iron Gate Global Advisors offers asset management and comprehensive portfolio management. The maximum annual fee charged for these services is 1.75%. The specific fee will be outlined in your advisory agreement and is negotiable. Fees are calculated based on the value of your account and are typically deducted quarterly or monthly. The firm also assesses advisory fees on cash and cash equivalents held in client accounts.
Location
960 North 400 East, North Salt Lake, UT, 84054
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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 ActivitiesSells Insurance
Daniel is the owner of Retirement Plan Solutions Administrators (RPSA), a third-party administrator for retirement plans, dedicating about 10-20% of his time. He also owns an insurance agency, spending minimal time on it.
Employment History
Current Registrations
Iron Gate Global Advisors
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations1 state
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