Bedell Frazier Investment Counselling, LLC.
Assets Under Management
$805.1M
Number of Clients
554
Number of Advisors
8
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$100.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Bedell Frazier Investment Counselling provides investment advice to individuals, trusts, estates, and businesses. Their services include comprehensive portfolio management, which includes asset management and financial planning, and retirement plan consulting for employer-sponsored plans. Bedell Frazier works with clients to understand their financial situation and goals, then creates a tailored investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced regularly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Areas of Practice
Location
200 Pringle Avenue, Suite 555, Walnut Creek, CA, 94596