Jonathan Porter is a registered investment advisor at Three Bell Capital LLC, based in Dallas, TX, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 559 clients with $3.8B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
Regulatory
July 2008Other Business Activities
Jonathan is a co-owner and Managing Partner of TopShelf.party LLC, a staffing company for high-end events, since March 2024. He dedicates a few hours per week to providing supervision and ad hoc assistance.
Employment History
Current Registrations
Three Bell Capital LLC
Previous Registrations
Rainmaker Securities, LLCBroker
Kw Securities CorporationBroker
Zanbato Securities LLCBroker
Trump Securities, LLCBroker
Emerson Equity LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Three Bridge Wealth Advisors
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.