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Jonathan Porter

Three Bell Capital LLC
19 Years of Experience
Los Altos, CA
1 Disclosure
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Jonathan Porter is a registered investment advisor at Three Bell Capital LLC, based in Los Altos, CA, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 628 clients with $5.1B in assets under management.

Three Bell Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
628 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.50%

Fees are negotiable based on client needs and situation complexity. Fees are paid quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4 Main Street, Suite 230, Los Altos, CA, 94022

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2008
Final
View Full SEC ReportHow to Read Disclosures
Other 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
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Rainmaker Securities, LLCBroker
August 2016 - March 2019 · 2 yrs 7 mos
Kw Securities CorporationBroker
June 2016 - March 2020 · 3 yrs 9 mos
Zanbato Securities LLCBroker
May 2016 - June 2016 · 1 mo
Trump Securities, LLCBroker
December 2015 - March 2016 · 3 mos
Emerson Equity LLCBroker
October 2011 - November 2015 · 4 yrs 1 mo
Hightower Advisors, LLC
November 2010 - July 2011 · 8 mos
Hightower Securities, LLCBroker
July 2010 - October 2011 · 1 yr 3 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2009 - July 2010 · 11 mos
Three Bridge Wealth Advisors
August 2009 - September 2011 · 2 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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