Robert Bell is a registered investment advisor at Artizan Wealth, based in Fresno, CA, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Charitable Giving, Corporate Executives, and 9 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Single-tier fee calculation method. Fees are negotiable. Ongoing financial planning and business planning are included at no extra cost.
Fee Estimator
Location
Fresno, CA
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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 →Employment History
Current Registrations
Artizan Wealth
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.
Exams
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