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Christopher Fisher

8 Years of Experience
Overland Park, KS

Christopher Fisher is a registered investment advisor at Three Bell Capital LLC, based in Overland Park, KS, with 8 years of industry experience. Christopher 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.

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
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Location

Overland Park, KS

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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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Employment History
Current Registrations
Three Bell Capital LLC
August 2018 - Present · 8 yrs 2 mos
State Registrations2 states
CAKS
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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