Preston Bell
Preston Bell is a registered investment advisor at Alpha Wealth Funds, LLC, based in Fort Collins, CO, with 2 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 195 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Wealth Funds manages investments for individual clients through separately managed accounts. The annual management fee is up to 1.5%-2% of the value of the assets in your account. The fee is calculated and charged daily based on the market value of your assets. There is no minimum account value required to be charged these fees. Alpha Wealth Funds also provides investment management services as a sub-advisor to other registered investment advisors.
Location
Fort Collins, CO
Get directionsHistory
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
Alpha Wealth Funds, LLC
State Registrations3 states
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.