Richard Carroll is a CFP-designated registered investment advisor at Bell City Wealth, INC., based in Hillsboro, OH, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 347 clients with $160M 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 $250K | 1.50% |
| $250K - $749K | 1.35% |
| $749K - $1000K | 1.20% |
| $1000K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on account size and complexity.
Fee Estimator
Location
112 N. High Street, Hillsboro, OH, 45133
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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 →Other Business Activities
Richard works as an associate/employee at O'Dell Capital Management, focusing on financial planning and asset management, dedicating about 10-20% of his time. He also advises the City of Hillsboro, OH Treasury Investment Board on reinvestments, spending minimal time on this activity.
Employment History
Current Registrations
Bell City Wealth, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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