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Andre Huaman

Three Bell Capital LLC
12 Years of Experience
Dallas, TX
View SEC Summary
View SEC Summary

Andre Huaman is a registered investment advisor at Three Bell Capital LLC, based in Dallas, TX, with 12 years of industry experience. Andre 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

1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andre is a partner at Three Bell Capital, LLC, a private wealth management and corporate retirement plans firm, since 2013. He dedicates full-time hours to business development, relationship management, and operations, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Three Bell Capital LLC
October 2013 - Present · 13 yrs
Previous Registrations
Rainmaker Securities, LLCBroker
September 2017 - November 2018 · 1 yr 2 mos
Kw Securities CorporationBroker
August 2017 - March 2020 · 2 yrs 7 mos
Emerson Equity LLCBroker
February 2015 - November 2015 · 9 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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