Dana Bell is a registered investment advisor at Bell Rock Asset Management LLC, based in Victor, NY, with 4 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% per quarter, which annualizes to 1.0% per year. Management fees are nonnegotiable.
Fee Estimator
Location
Victor, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bell Rock Asset Management LLC
State Registrations1 state
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