Steven Bell is a CFP-designated registered investment advisor at The Wealth Conservatory, based in Livermore, CA, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 124 clients with $140M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.15% |
Fees are negotiable based on criteria such as anticipated future earnings, future additional assets, account composition, and pre-existing relationships. Financial planning fees may be discounted if you also retain an investment management membership.
Fee Estimator
Contact
Steven Bell
Location
2300 First Street, #336, Livermore, CA, 94550
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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 →Employment History
Current Registrations
The Wealth Conservatory
State Registrations1 state
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
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