Bedel Financial Consulting provides personalized investment portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, and retirement plans. Operating as an independent registered investment advisor, the firm acts as a legal fiduciary, meaning they are required to put client interests first. Their services cover a wide range of needs, including income tax planning, estate planning, retirement planning, insurance needs analysis, and education funding. Bedel Financial Consulting utilizes fundamental, technical, and quantitative analysis to build and manage customized portfolios using a broad mix of investments, such as individual stocks and bonds, mutual funds, exchange-traded funds, and alternative assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
There is a minimum annual fee of $5,000 in certain cases, which may result in an effective rate higher than 1.00% for accounts under $500,000. Fees are negotiable.