James Bell
James Bell is a CFA-designated registered investment advisor at Rhino Investment Partners, INC., based in West Conshohocken, PA, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees may range up to 1.5% annually. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1001 Conshohocken State Road, Ste 1-405, West Conshohocken, PA, 19428
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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
James teaches at Villanova University, which is not investment related. He spends minimal time on this activity.
Employment History
Current Registrations
Rhino Investment Partners, INC.
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.