Bell Asset Management (USA) Inc. provides investment advice to pooled investment vehicles, including the Bell Australia Trust and the Bell Global Trust. Bell Asset Management Limited (BAM), the parent company, acts as Sub-Advisor and manages the accounts. BAM USA manages assets on a discretionary basis and may agree to investment restrictions with clients. The firm does not participate in wrap fee programs.
Assets Under Management$380M
Clients2
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $100.0M | 0.85% |
| $100M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.