Mark Bell Advisory Services provides ongoing investment management and financial planning services. Mark Bell specializes in continuous monitoring of client accounts, implementing customized investment programs based on individual needs, return objectives, and risk tolerance. Financial planning services can include modules tailored to specific client needs, such as net worth statements, retirement models, and estate document reviews. Mark Bell Advisory Services is a closed practice, not actively seeking new clients.
Assets Under Management$140M
Clients36
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The actual fee charged to each client can vary based upon the relative complexity of a client's specific circumstance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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