Jeffrey Larsen is a registered investment advisor at Three Bell Capital LLC, based in Dallas, TX, with 11 years of industry experience. Jeffrey 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
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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
Jeffrey works for Burr Pilger Mayer, Inc. as an accountant specializing in private client services and retirement plans since 2014. This takes about half of Jeffrey's time.
Employment History
Current Registrations
Three Bell Capital LLC
Previous Registrations
Bpm Advisors, INC.
Bpm Advisors, INC.
State Registrations1 state
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